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 | $382,486 | $74,888+410.7% | $71,209+437.1% | $142,382+168.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 7.63% | 345.14%-337.5pp | 282.51%-274.9pp | 217.08%-209.4pp |
| Employer contribution / active EE | $11,144 | $2,854+290.4% | $2,721+309.6% | $4,299+159.2% |
| Participant deferral / active EE | $2,419 | $4,454-45.7% | $4,175-42.1% | $6,507-62.8% |
| Admin fee / account holder | $84,834 | $5,568+1423.5% | $5,349+1486.1% | $12,624+572.0% |