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 | $343,132 | $106,584+221.9% | $101,326+238.6% | $142,382+141.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 10.80% | 36.93%-26.1pp | 36.82%-26.0pp | 217.08%-206.3pp |
| Employer contribution / active EE | $7,468 | $3,956+88.8% | $3,665+103.7% | $4,299+73.7% |
| Participant deferral / active EE | $16,436 | $8,297+98.1% | $7,994+105.6% | $6,507+152.6% |
| Admin fee / account holder | $225,400 | $11,446+1869.2% | $11,185+1915.2% | $12,624+1685.5% |