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 | $268,867 | $177,572+51.4% | $154,803+73.7% | $142,382+88.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 6.87% | 65.07%-58.2pp | 58.88%-52.0pp | 217.08%-210.2pp |
| Employer contribution / active EE | $2,469 | $4,810-48.7% | $4,305-42.7% | $4,299-42.6% |
| Participant deferral / active EE | $8,378 | $6,272+33.6% | $5,540+51.2% | $6,507+28.7% |
| Admin fee / account holder | $13,099 | $16,786-22.0% | $14,329-8.6% | $12,624+3.8% |