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 | $270,398 | $148,534+82.0% | $135,903+99.0% | $139,434+93.9% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 7.55% | 79.19%-71.6pp | 68.23%-60.7pp | 372.94%-365.4pp |
| Employer contribution / active EE | $5,152 | $5,243-1.7% | $4,856+6.1% | $4,751+8.4% |
| Participant deferral / active EE | $17,282 | $8,100+113.4% | $7,758+122.8% | $6,710+157.6% |
| Admin fee / account holder | $2,019 | $12,400-83.7% | $10,762-81.2% | $11,403-82.3% |