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 | $287,751 | $201,272+43.0% | $184,203+56.2% | $145,922+97.2% |
| Participation rate | 81.8% | 87.5%-5.7pp | 86.8%-5.0pp | 80.3%+1.5pp |
| Annual return | 8.69% | 29.00%-20.3pp | 28.81%-20.1pp | 561.29%-552.6pp |
| Employer contribution / active EE | $3,267 | $7,022-53.5% | $6,427-49.2% | $4,660-29.9% |
| Participant deferral / active EE | $7,879 | $9,806-19.6% | $9,131-13.7% | $6,688+17.8% |
| Admin fee / account holder | $24,119 | $16,364+47.4% | $13,901+73.5% | $13,397+80.0% |