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 | $346,962 | $209,411+65.7% | $178,490+94.4% | $158,922+118.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 2.78% | 188.75%-186.0pp | 151.07%-148.3pp | 302.83%-300.0pp |
| Employer contribution / active EE | $2,186 | $5,706-61.7% | $5,011-56.4% | $4,761-54.1% |
| Participant deferral / active EE | $5,567 | $5,954-6.5% | $5,202+7.0% | $5,982-6.9% |
| Admin fee / account holder | $34,047 | $17,074+99.4% | $13,984+143.5% | $11,246+202.8% |