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 | $438,762 | $217,402+101.8% | $185,823+136.1% | $167,490+162.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 6.50% | 148.36%-141.9pp | 122.05%-115.5pp | 478.56%-472.1pp |
| Employer contribution / active EE | $1,825 | $5,873-68.9% | $5,167-64.7% | $4,837-62.3% |
| Participant deferral / active EE | $17,875 | $6,356+181.2% | $5,568+221.0% | $6,341+181.9% |
| Admin fee / account holder | $16,998 | $19,811-14.2% | $16,237+4.7% | $12,309+38.1% |