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 | $269,077 | $106,584+152.5% | $101,326+165.6% | $142,382+89.0% |
| Participation rate | 95.2% | 82.7%+12.5pp | 81.5%+13.7pp | 80.1%+15.1pp |
| Annual return | 12.59% | 36.93%-24.3pp | 36.82%-24.2pp | 217.08%-204.5pp |
| Employer contribution / active EE | $1,416 | $3,956-64.2% | $3,665-61.4% | $4,299-67.1% |
| Participant deferral / active EE | $11,064 | $8,297+33.3% | $7,994+38.4% | $6,507+70.0% |
| Admin fee / account holder | $1,234 | $11,446-89.2% | $11,185-89.0% | $12,624-90.2% |