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 | $260,798 | $102,317+154.9% | $146,958+77.5% | $80,856+222.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 9.32% | 134.76%-125.4pp | 418.34%-409.0pp | 35.59%-26.3pp |
| Employer contribution / active EE | $10,473 | $3,713+182.1% | $4,933+112.3% | $2,755+280.2% |
| Participant deferral / active EE | $9,632 | $6,644+45.0% | $8,070+19.4% | $4,296+124.2% |
| Admin fee / account holder | $2,670 | $7,941-66.4% | $12,998-79.5% | $6,918-61.4% |