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 | $397,816 | $110,257+260.8% | $96,544+312.1% | $139,434+185.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 2.79% | 26.32%-23.5pp | 25.84%-23.1pp | 372.94%-370.2pp |
| Employer contribution / active EE | $9,317 | $3,620+157.4% | $2,965+214.2% | $4,751+96.1% |
| Participant deferral / active EE | $5,771 | $5,548+4.0% | $4,851+19.0% | $6,710-14.0% |
| Admin fee / account holder | $18,441 | $11,591+59.1% | $8,252+123.5% | $11,403+61.7% |