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 | $357,293 | $102,317+249.2% | $146,958+143.1% | $80,856+341.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 4.88% | 134.76%-129.9pp | 418.34%-413.5pp | 35.59%-30.7pp |
| Employer contribution / active EE | $11,629 | $3,713+213.2% | $4,933+135.7% | $2,755+322.1% |
| Participant deferral / active EE | $5,340 | $6,644-19.6% | $8,070-33.8% | $4,296+24.3% |
| Admin fee / account holder | $689 | $7,941-91.3% | $12,998-94.7% | $6,918-90.0% |