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 | $375,862 | $210,648+78.4% | $177,989+111.2% | $145,922+157.6% |
| Participation rate | 87.5% | 80.8%+6.7pp | 77.1%+10.4pp | 80.3%+7.2pp |
| Annual return | 3.44% | 385.86%-382.4pp | 294.48%-291.0pp | 561.29%-557.8pp |
| Employer contribution / active EE | $12,238 | $4,565+168.1% | $3,949+209.9% | $4,660+162.6% |
| Participant deferral / active EE | $8,225 | $6,958+18.2% | $6,276+31.1% | $6,688+23.0% |
| Admin fee / account holder | $14,537 | $12,013+21.0% | $10,363+40.3% | $13,397+8.5% |