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 | $435,828 | $157,256+177.1% | $141,162+208.7% | $152,861+185.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 12.72% | 64.32%-51.6pp | 71.39%-58.7pp | 345.32%-332.6pp |
| Employer contribution / active EE | $2,448 | $5,261-53.5% | $4,735-48.3% | $4,762-48.6% |
| Participant deferral / active EE | $18,687 | $7,109+162.8% | $6,709+178.5% | $5,850+219.4% |
| Admin fee / account holder | $2,410 | $12,120-80.1% | $10,261-76.5% | $11,596-79.2% |