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 | $250,087 | $114,381+118.6% | $107,525+132.6% | $142,382+75.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 10.95% | 242.71%-231.8pp | 181.32%-170.4pp | 217.08%-206.1pp |
| Employer contribution / active EE | $3,234 | $4,015-19.5% | $3,754-13.8% | $4,299-24.8% |
| Participant deferral / active EE | $10,018 | $5,564+80.0% | $5,116+95.8% | $6,507+53.9% |
| Admin fee / account holder | $4,260 | $9,860-56.8% | $8,919-52.2% | $12,624-66.3% |