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 | $300,032 | $157,256+90.8% | $141,162+112.5% | $152,861+96.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 2.04% | 64.32%-62.3pp | 71.39%-69.4pp | 345.32%-343.3pp |
| Employer contribution / active EE | $20,775 | $5,261+294.9% | $4,735+338.8% | $4,762+336.2% |
| Participant deferral / active EE | $11,514 | $7,109+62.0% | $6,709+71.6% | $5,850+96.8% |
| Admin fee / account holder | $3,288 | $12,120-72.9% | $10,261-68.0% | $11,596-71.6% |