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 | $250,201 | $93,571+167.4% | $135,903+84.1% | $75,163+232.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 14.28% | 30.90%-16.6pp | 68.23%-54.0pp | 160.62%-146.3pp |
| Employer contribution / active EE | $17,203 | $3,537+386.4% | $4,856+254.2% | $2,670+544.3% |
| Participant deferral / active EE | $12,442 | $6,404+94.3% | $7,758+60.4% | $4,125+201.6% |
| Admin fee / account holder | $25,393 | $6,975+264.0% | $10,762+135.9% | $5,651+349.4% |