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 | $315,450 | $95,266+231.1% | $82,389+282.9% | $142,382+121.6% |
| Participation rate | 72.7% | 74.5%-1.7pp | 69.5%+3.2pp | 80.1%-7.4pp |
| Annual return | 10.14% | 25.74%-15.6pp | 28.67%-18.5pp | 217.08%-206.9pp |
| Employer contribution / active EE | $6,818 | $2,991+127.9% | $2,517+170.9% | $4,299+58.6% |
| Participant deferral / active EE | $0 | $4,809-100.0% | $4,155-100.0% | $6,507-100.0% |
| Admin fee / account holder | $1,423 | $8,563-83.4% | $7,231-80.3% | $12,624-88.7% |