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 | $282,638 | $159,602+77.1% | $150,045+88.4% | $142,382+98.5% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.3%-0.5pp | 80.1%+1.7pp |
| Annual return | 10.70% | 70.24%-59.5pp | 62.55%-51.9pp | 217.08%-206.4pp |
| Employer contribution / active EE | $5,149 | $4,961+3.8% | $4,693+9.7% | $4,299+19.8% |
| Participant deferral / active EE | $11,624 | $8,310+39.9% | $7,997+45.3% | $6,507+78.6% |
| Admin fee / account holder | $30,470 | $14,846+105.2% | $13,435+126.8% | $12,624+141.4% |