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 | $261,183 | $106,515+145.2% | $96,683+170.1% | $139,434+87.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 5.68% | 38.43%-32.7pp | 35.69%-30.0pp | 372.94%-367.3pp |
| Employer contribution / active EE | $15,019 | $4,103+266.1% | $3,737+301.9% | $4,751+216.1% |
| Participant deferral / active EE | $4,645 | $5,454-14.8% | $4,878-4.8% | $6,710-30.8% |
| Admin fee / account holder | $5,828 | $7,877-26.0% | $6,730-13.4% | $11,403-48.9% |