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 | $402,718 | $117,983+241.3% | $101,794+295.6% | $142,382+182.8% |
| Participation rate | 86.4% | 74.2%+12.1pp | 69.2%+17.2pp | 80.1%+6.2pp |
| Annual return | 4.78% | 36.92%-32.1pp | 30.53%-25.7pp | 217.08%-212.3pp |
| Employer contribution / active EE | $3,888 | $2,773+40.2% | $2,289+69.9% | $4,299-9.6% |
| Participant deferral / active EE | $7,005 | $4,714+48.6% | $4,084+71.5% | $6,507+7.7% |
| Admin fee / account holder | $16,247 | $10,433+55.7% | $8,777+85.1% | $12,624+28.7% |