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 | $554,766 | $111,754+396.4% | $103,333+436.9% | $145,922+280.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 7.42% | 24.77%-17.3pp | 24.88%-17.5pp | 561.29%-553.9pp |
| Employer contribution / active EE | $2,806 | $4,212-33.4% | $3,868-27.5% | $4,660-39.8% |
| Participant deferral / active EE | $11,283 | $5,619+100.8% | $5,057+123.1% | $6,688+68.7% |
| Admin fee / account holder | $23,061 | $9,750+136.5% | $8,355+176.0% | $13,397+72.1% |