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 | $352,989 | $74,888+371.4% | $71,209+395.7% | $142,382+147.9% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 11.21% | 345.14%-333.9pp | 282.51%-271.3pp | 217.08%-205.9pp |
| Employer contribution / active EE | $3,226 | $2,854+13.0% | $2,721+18.6% | $4,299-25.0% |
| Participant deferral / active EE | $15,545 | $4,454+249.0% | $4,175+272.3% | $6,507+138.9% |
| Admin fee / account holder | $2,285 | $5,568-59.0% | $5,349-57.3% | $12,624-81.9% |