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 | $485,672 | $183,519+164.6% | $155,509+212.3% | $145,922+232.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 2.04% | 61.17%-59.1pp | 64.67%-62.6pp | 561.29%-559.2pp |
| Employer contribution / active EE | $2,668 | $5,313-49.8% | $4,672-42.9% | $4,660-42.8% |
| Participant deferral / active EE | $14,873 | $6,462+130.1% | $5,626+164.3% | $6,688+122.4% |
| Admin fee / account holder | $18,800 | $19,313-2.7% | $15,912+18.1% | $13,397+40.3% |