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 | $290,761 | $197,591+47.2% | $177,821+63.5% | $158,922+83.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 6.38% | 58.76%-52.4pp | 48.32%-41.9pp | 302.83%-296.4pp |
| Employer contribution / active EE | $11,868 | $6,697+77.2% | $5,918+100.5% | $4,761+149.3% |
| Participant deferral / active EE | $7,230 | $8,405-14.0% | $7,714-6.3% | $5,982+20.9% |
| Admin fee / account holder | $5,448 | $15,399-64.6% | $12,427-56.2% | $11,246-51.6% |