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 | $302,007 | $106,584+183.4% | $101,326+198.1% | $142,382+112.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 10.62% | 36.93%-26.3pp | 36.82%-26.2pp | 217.08%-206.5pp |
| Employer contribution / active EE | $5,500 | $3,956+39.0% | $3,665+50.1% | $4,299+27.9% |
| Participant deferral / active EE | $8,375 | $8,297+0.9% | $7,994+4.8% | $6,507+28.7% |
| Admin fee / account holder | $45,535 | $11,446+297.8% | $11,185+307.1% | $12,624+260.7% |