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 | $482,934 | $175,202+175.6% | $149,673+222.7% | $139,434+246.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 2.01% | 166.71%-164.7pp | 134.42%-132.4pp | 372.94%-370.9pp |
| Employer contribution / active EE | $1,744 | $5,474-68.1% | $4,818-63.8% | $4,751-63.3% |
| Participant deferral / active EE | $14,250 | $6,519+118.6% | $5,680+150.9% | $6,710+112.4% |
| Admin fee / account holder | $18,052 | $16,150+11.8% | $13,210+36.7% | $11,403+58.3% |