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 | $383,501 | $159,602+140.3% | $150,045+155.6% | $142,382+169.3% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 9.84% | 70.24%-60.4pp | 62.55%-52.7pp | 217.08%-207.2pp |
| Employer contribution / active EE | $2,218 | $4,961-55.3% | $4,693-52.7% | $4,299-48.4% |
| Participant deferral / active EE | $11,164 | $8,310+34.3% | $7,997+39.6% | $6,507+71.6% |
| Admin fee / account holder | $2,618 | $14,846-82.4% | $13,435-80.5% | $12,624-79.3% |