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 | $349,231 | $127,065+174.8% | $113,168+208.6% | $142,382+145.3% |
| Participation rate | 83.3% | 79.2%+4.1pp | 76.6%+6.8pp | 80.1%+3.2pp |
| Annual return | 9.68% | 24.03%-14.3pp | 24.27%-14.6pp | 217.08%-207.4pp |
| Employer contribution / active EE | $5,052 | $3,442+46.8% | $2,975+69.8% | $4,299+17.5% |
| Participant deferral / active EE | $11,207 | $5,716+96.0% | $5,107+119.4% | $6,507+72.2% |
| Admin fee / account holder | $76,835 | $15,736+388.3% | $12,068+536.7% | $12,624+508.7% |