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 | $376,123 | $124,281+202.6% | $109,143+244.6% | $167,490+124.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 3.11% | 26.04%-22.9pp | 25.75%-22.6pp | 478.56%-475.4pp |
| Employer contribution / active EE | $10,700 | $4,207+154.3% | $3,722+187.5% | $4,837+121.2% |
| Participant deferral / active EE | $7,059 | $5,255+34.3% | $4,653+51.7% | $6,341+11.3% |
| Admin fee / account holder | $2,055 | $7,970-74.2% | $6,752-69.6% | $12,309-83.3% |