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 | $325,580 | $183,519+77.4% | $155,509+109.4% | $145,922+123.1% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 7.93% | 61.17%-53.2pp | 64.67%-56.7pp | 561.29%-553.4pp |
| Employer contribution / active EE | $4,514 | $5,313-15.0% | $4,672-3.4% | $4,660-3.1% |
| Participant deferral / active EE | $16,450 | $6,462+154.5% | $5,626+192.4% | $6,688+146.0% |
| Admin fee / account holder | $2,565 | $19,313-86.7% | $15,912-83.9% | $13,397-80.9% |