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 | $283,328 | $102,604+176.1% | $86,188+228.7% | $139,434+103.2% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.0%+6.0pp | 80.3%-5.3pp |
| Annual return | 1.21% | 1922.51%-1921.3pp | 1168.45%-1167.2pp | 372.94%-371.7pp |
| Employer contribution / active EE | $4,349 | $3,032+43.4% | $2,380+82.7% | $4,751-8.5% |
| Participant deferral / active EE | $20,427 | $4,676+336.9% | $3,985+412.5% | $6,710+204.4% |
| Admin fee / account holder | $11,780 | $8,657+36.1% | $6,852+71.9% | $11,403+3.3% |