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 | $320,790 | $197,591+62.4% | $177,821+80.4% | $158,922+101.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 2.19% | 58.76%-56.6pp | 48.32%-46.1pp | 302.83%-300.6pp |
| Employer contribution / active EE | $6,797 | $6,697+1.5% | $5,918+14.8% | $4,761+42.8% |
| Participant deferral / active EE | $7,450 | $8,405-11.4% | $7,714-3.4% | $5,982+24.5% |
| Admin fee / account holder | $2,455 | $15,399-84.1% | $12,427-80.2% | $11,246-78.2% |