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 | $259,146 | $159,602+62.4% | $150,045+72.7% | $142,382+82.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 6.21% | 70.24%-64.0pp | 62.55%-56.3pp | 217.08%-210.9pp |
| Employer contribution / active EE | $3,689 | $4,961-25.6% | $4,693-21.4% | $4,299-14.2% |
| Participant deferral / active EE | $7,236 | $8,310-12.9% | $7,997-9.5% | $6,507+11.2% |
| Admin fee / account holder | $5,977 | $14,846-59.7% | $13,435-55.5% | $12,624-52.7% |