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 | $301,349 | $109,413+175.4% | $156,263+92.8% | $84,808+255.3% |
| Participation rate | 76.2% | 72.7%+3.5pp | 78.9%-2.7pp | 68.3%+7.9pp |
| Annual return | 9.04% | 20.18%-11.1pp | 59.47%-50.4pp | 40.90%-31.9pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,316 | $4,590+37.6% | $6,158+2.6% | $4,212+50.0% |
| Admin fee / account holder | $5,542 | $9,357-40.8% | $14,255-61.1% | $7,344-24.5% |