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 | $271,243 | $183,519+47.8% | $155,509+74.4% | $145,922+85.9% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 3.79% | 61.17%-57.4pp | 64.67%-60.9pp | 561.29%-557.5pp |
| Employer contribution / active EE | $2,639 | $5,313-50.3% | $4,672-43.5% | $4,660-43.4% |
| Participant deferral / active EE | $7,307 | $6,462+13.1% | $5,626+29.9% | $6,688+9.3% |
| Admin fee / account holder | $753,691 | $19,313+3802.5% | $15,912+4636.6% | $13,397+5525.8% |