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 | $273,879 | $159,602+71.6% | $150,045+82.5% | $142,382+92.4% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 12.27% | 70.24%-58.0pp | 62.55%-50.3pp | 217.08%-204.8pp |
| Employer contribution / active EE | $2,598 | $4,961-47.6% | $4,693-44.6% | $4,299-39.6% |
| Participant deferral / active EE | $8,467 | $8,310+1.9% | $7,997+5.9% | $6,507+30.1% |
| Admin fee / account holder | $18,793 | $14,846+26.6% | $13,435+39.9% | $12,624+48.9% |