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 | $395,385 | $198,466+99.2% | $170,442+132.0% | $147,584+167.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 6.57% | 257.29%-250.7pp | 205.93%-199.4pp | 578.55%-572.0pp |
| Employer contribution / active EE | $20,302 | $6,184+228.3% | $5,433+273.7% | $4,876+316.3% |
| Participant deferral / active EE | $4,945 | $5,629-12.2% | $4,939+0.1% | $5,439-9.1% |
| Admin fee / account holder | $5,768 | $16,852-65.8% | $13,880-58.4% | $10,885-47.0% |