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 | $283,604 | $227,553+24.6% | $189,557+49.6% | $167,490+69.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 6.66% | 78.40%-71.7pp | 64.17%-57.5pp | 478.56%-471.9pp |
| Employer contribution / active EE | $3,645 | $5,316-31.4% | $4,412-17.4% | $4,837-24.7% |
| Participant deferral / active EE | $20,238 | $7,002+189.0% | $6,174+227.8% | $6,341+219.1% |
| Admin fee / account holder | $3,710 | $11,878-68.8% | $9,807-62.2% | $12,309-69.9% |