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 | $260,326 | $214,378+21.4% | $200,582+29.8% | $142,382+82.8% |
| Participation rate | 87.5% | 87.4%+0.1pp | 86.9%+0.6pp | 80.1%+7.4pp |
| Annual return | 11.09% | 46.41%-35.3pp | 42.33%-31.2pp | 217.08%-206.0pp |
| Employer contribution / active EE | $4,097 | $6,841-40.1% | $6,419-36.2% | $4,299-4.7% |
| Participant deferral / active EE | $8,485 | $9,865-14.0% | $9,331-9.1% | $6,507+30.4% |
| Admin fee / account holder | $7,100 | $17,692-59.9% | $16,305-56.5% | $12,624-43.8% |