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 | $359,525 | $169,032+112.7% | $129,207+178.3% | $145,922+146.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 6.48% | 14330.11%-14323.6pp | 9417.33%-9410.8pp | 561.29%-554.8pp |
| Employer contribution / active EE | $2,115 | $5,537-61.8% | $4,153-49.1% | $4,660-54.6% |
| Participant deferral / active EE | $21,200 | $4,987+325.1% | $4,168+408.7% | $6,688+217.0% |
| Admin fee / account holder | $3,202 | $9,954-67.8% | $7,715-58.5% | $13,397-76.1% |