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 | $331,986 | $148,534+123.5% | $135,903+144.3% | $139,434+138.1% |
| Participation rate | 77.8% | 83.9%-6.1pp | 81.9%-4.1pp | 80.3%-2.5pp |
| Annual return | 11.48% | 79.19%-67.7pp | 68.23%-56.8pp | 372.94%-361.5pp |
| Employer contribution / active EE | $4,260 | $5,243-18.8% | $4,856-12.3% | $4,751-10.3% |
| Participant deferral / active EE | $12,367 | $8,100+52.7% | $7,758+59.4% | $6,710+84.3% |
| Admin fee / account holder | $170,176 | $12,400+1272.4% | $10,762+1481.3% | $11,403+1392.4% |