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 | $408,991 | $209,411+95.3% | $178,490+129.1% | $158,922+157.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -0.22% | 188.75%-189.0pp | 151.07%-151.3pp | 302.83%-303.0pp |
| Employer contribution / active EE | $9,006 | $5,706+57.8% | $5,011+79.7% | $4,761+89.2% |
| Participant deferral / active EE | $6,565 | $5,954+10.3% | $5,202+26.2% | $5,982+9.7% |
| Admin fee / account holder | $7,695 | $17,074-54.9% | $13,984-45.0% | $11,246-31.6% |