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 | $571,150 | $114,381+399.3% | $107,525+431.2% | $142,382+301.1% |
| Participation rate | 81.8% | 78.1%+3.7pp | 75.1%+6.7pp | 80.1%+1.7pp |
| Annual return | 6.07% | 242.71%-236.6pp | 181.32%-175.2pp | 217.08%-211.0pp |
| Employer contribution / active EE | $3,529 | $4,015-12.1% | $3,754-6.0% | $4,299-17.9% |
| Participant deferral / active EE | $11,300 | $5,564+103.1% | $5,116+120.9% | $6,507+73.6% |
| Admin fee / account holder | $2,193 | $9,860-77.8% | $8,919-75.4% | $12,624-82.6% |