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 | $476,582 | $179,726+165.2% | $156,263+205.0% | $142,382+234.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 4.54% | 77.86%-73.3pp | 59.47%-54.9pp | 217.08%-212.5pp |
| Employer contribution / active EE | $3,328 | $5,069-34.4% | $4,333-23.2% | $4,299-22.6% |
| Participant deferral / active EE | $7,741 | $6,956+11.3% | $6,158+25.7% | $6,507+19.0% |
| Admin fee / account holder | $85,083 | $17,272+392.6% | $14,255+496.9% | $12,624+574.0% |