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 | $363,050 | $209,411+73.4% | $178,490+103.4% | $158,922+128.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 1.95% | 188.75%-186.8pp | 151.07%-149.1pp | 302.83%-300.9pp |
| Employer contribution / active EE | $7,698 | $5,706+34.9% | $5,011+53.6% | $4,761+61.7% |
| Participant deferral / active EE | $7,020 | $5,954+17.9% | $5,202+35.0% | $5,982+17.3% |
| Admin fee / account holder | $6,070 | $17,074-64.5% | $13,984-56.6% | $11,246-46.0% |