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 | $259,742 | $106,584+143.7% | $101,326+156.3% | $142,382+82.4% |
| Participation rate | 90.0% | 82.7%+7.3pp | 81.5%+8.5pp | 80.1%+9.9pp |
| Annual return | 12.17% | 36.93%-24.8pp | 36.82%-24.7pp | 217.08%-204.9pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $6,876 | $8,297-17.1% | $7,994-14.0% | $6,507+5.7% |
| Admin fee / account holder | $62,291 | $11,446+444.2% | $11,185+456.9% | $12,624+393.4% |