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 | $255,865 | $201,272+27.1% | $184,203+38.9% | $145,922+75.3% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.1pp |
| Annual return | 8.89% | 29.00%-20.1pp | 28.81%-19.9pp | 561.29%-552.4pp |
| Employer contribution / active EE | $6,082 | $7,022-13.4% | $6,427-5.4% | $4,660+30.5% |
| Participant deferral / active EE | $11,166 | $9,806+13.9% | $9,131+22.3% | $6,688+67.0% |
| Admin fee / account holder | $3,010 | $16,364-81.6% | $13,901-78.3% | $13,397-77.5% |