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 | $302,944 | $127,065+138.4% | $113,168+167.7% | $142,382+112.8% |
| Participation rate | 78.9% | 79.2%-0.3pp | 76.6%+2.4pp | 80.1%-1.2pp |
| Annual return | 8.10% | 24.03%-15.9pp | 24.27%-16.2pp | 217.08%-209.0pp |
| Employer contribution / active EE | $2,731 | $3,442-20.7% | $2,975-8.2% | $4,299-36.5% |
| Participant deferral / active EE | $9,418 | $5,716+64.8% | $5,107+84.4% | $6,507+44.7% |
| Admin fee / account holder | $224,985 | $15,736+1329.8% | $12,068+1764.4% | $12,624+1682.2% |