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 | $272,182 | $183,519+48.3% | $155,509+75.0% | $145,922+86.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 0.43% | 61.17%-60.7pp | 64.67%-64.2pp | 561.29%-560.9pp |
| Employer contribution / active EE | $7,828 | $5,313+47.3% | $4,672+67.5% | $4,660+68.0% |
| Participant deferral / active EE | $5,007 | $6,462-22.5% | $5,626-11.0% | $6,688-25.1% |
| Admin fee / account holder | $993 | $19,313-94.9% | $15,912-93.8% | $13,397-92.6% |