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 | $328,929 | $117,841+179.1% | $102,423+221.1% | $145,922+125.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 6.56% | 31.65%-25.1pp | 29.32%-22.8pp | 561.29%-554.7pp |
| Employer contribution / active EE | $36,490 | $3,615+909.5% | $3,023+1106.9% | $4,660+683.1% |
| Participant deferral / active EE | $1,990 | $5,731-65.3% | $5,053-60.6% | $6,688-70.2% |
| Admin fee / account holder | $542,506 | $13,326+3971.0% | $9,451+5640.3% | $13,397+3949.5% |