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 | $252,120 | $159,602+58.0% | $150,045+68.0% | $142,382+77.1% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 8.28% | 70.24%-62.0pp | 62.55%-54.3pp | 217.08%-208.8pp |
| Employer contribution / active EE | $5,151 | $4,961+3.8% | $4,693+9.8% | $4,299+19.8% |
| Participant deferral / active EE | $12,656 | $8,310+52.3% | $7,997+58.3% | $6,507+94.5% |
| Admin fee / account holder | $56,002 | $14,846+277.2% | $13,435+316.8% | $12,624+343.6% |