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 | $327,957 | $88,707+269.7% | $74,183+342.1% | $273,961+19.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 1.40% | 11.94%-10.5pp | 17.74%-16.3pp | 41.45%-40.1pp |
| Employer contribution / active EE | $20,058 | $3,159+534.9% | $2,370+746.3% | $4,869+312.0% |
| Participant deferral / active EE | $10,739 | $4,212+155.0% | $3,550+202.5% | $5,287+103.1% |
| Admin fee / account holder | $8,321 | $8,717-4.5% | $5,586+49.0% | $10,132-17.9% |