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 | $339,230 | $159,602+112.5% | $150,045+126.1% | $142,382+138.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 12.29% | 70.24%-57.9pp | 62.55%-50.3pp | 217.08%-204.8pp |
| Employer contribution / active EE | $4,065 | $4,961-18.1% | $4,693-13.4% | $4,299-5.4% |
| Participant deferral / active EE | $13,132 | $8,310+58.0% | $7,997+64.2% | $6,507+101.8% |
| Admin fee / account holder | $2,494 | $14,846-83.2% | $13,435-81.4% | $12,624-80.2% |