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 | $356,262 | $150,440+136.8% | $136,294+161.4% | $147,584+141.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 6.06% | 1049.08%-1043.0pp | 5155.94%-5149.9pp | 578.55%-572.5pp |
| Employer contribution / active EE | $15,491 | $5,256+194.7% | $4,695+229.9% | $4,876+217.7% |
| Participant deferral / active EE | $16,000 | $6,630+141.3% | $6,247+156.1% | $5,439+194.2% |
| Admin fee / account holder | $6,481 | $10,905-40.6% | $9,243-29.9% | $10,885-40.5% |