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 | $390,283 | $159,602+144.5% | $150,045+160.1% | $142,382+174.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 6.15% | 70.24%-64.1pp | 62.55%-56.4pp | 217.08%-210.9pp |
| Employer contribution / active EE | $5,586 | $4,961+12.6% | $4,693+19.0% | $4,299+29.9% |
| Participant deferral / active EE | $6,308 | $8,310-24.1% | $7,997-21.1% | $6,507-3.1% |
| Admin fee / account holder | $131,946 | $14,846+788.7% | $13,435+882.1% | $12,624+945.2% |