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 | $266,214 | $157,256+69.3% | $141,162+88.6% | $152,861+74.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 2.12% | 64.32%-62.2pp | 71.39%-69.3pp | 345.32%-343.2pp |
| Employer contribution / active EE | $5,335 | $5,261+1.4% | $4,735+12.7% | $4,762+12.0% |
| Participant deferral / active EE | $13,848 | $7,109+94.8% | $6,709+106.4% | $5,850+136.7% |
| Admin fee / account holder | $9,352 | $12,120-22.8% | $10,261-8.9% | $11,596-19.4% |