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 | $294,357 | $117,983+149.5% | $101,794+189.2% | $142,382+106.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 1.71% | 36.92%-35.2pp | 30.53%-28.8pp | 217.08%-215.4pp |
| Employer contribution / active EE | $8,015 | $2,773+189.1% | $2,289+250.2% | $4,299+86.4% |
| Participant deferral / active EE | $2,879 | $4,714-38.9% | $4,084-29.5% | $6,507-55.8% |
| Admin fee / account holder | $243,003 | $10,433+2229.1% | $8,777+2668.6% | $12,624+1825.0% |