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 | $297,484 | $114,381+160.1% | $107,525+176.7% | $142,382+108.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 7.26% | 242.71%-235.4pp | 181.32%-174.1pp | 217.08%-209.8pp |
| Employer contribution / active EE | $13,804 | $4,015+243.8% | $3,754+267.8% | $4,299+221.1% |
| Participant deferral / active EE | $7,571 | $5,564+36.1% | $5,116+48.0% | $6,507+16.4% |
| Admin fee / account holder | $8,786 | $9,860-10.9% | $8,919-1.5% | $12,624-30.4% |