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 | $300,595 | $105,181+185.8% | $159,436+88.5% | $85,850+250.1% |
| Participation rate | 93.5% | 75.8%+17.8pp | 82.8%+10.7pp | 69.3%+24.2pp |
| Annual return | 5.62% | 45.07%-39.4pp | 263.57%-257.9pp | 318.53%-312.9pp |
| Employer contribution / active EE | $1,554 | $3,318-53.2% | $4,829-67.8% | $2,565-39.4% |
| Participant deferral / active EE | $10,797 | $5,945+81.6% | $7,352+46.9% | $3,952+173.2% |
| Admin fee / account holder | $10,763 | $6,933+55.2% | $10,799-0.3% | $6,260+71.9% |