See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $301,917 | $159,602+89.2% | $150,045+101.2% | $142,382+112.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 11.55% | 70.24%-58.7pp | 62.55%-51.0pp | 217.08%-205.5pp |
| Employer contribution / active EE | $2,041 | $4,961-58.9% | $4,693-56.5% | $4,299-52.5% |
| Participant deferral / active EE | $5,057 | $8,310-39.1% | $7,997-36.8% | $6,507-22.3% |
| Admin fee / account holder | $22,283 | $14,846+50.1% | $13,435+65.9% | $12,624+76.5% |