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 | $653,740 | $217,402+200.7% | $185,823+251.8% | $167,490+290.3% |
| Participation rate | 88.9% | 86.0%+2.8pp | 81.7%+7.2pp | 82.1%+6.8pp |
| Annual return | 7.28% | 148.36%-141.1pp | 122.05%-114.8pp | 478.56%-471.3pp |
| Employer contribution / active EE | $2,466 | $5,873-58.0% | $5,167-52.3% | $4,837-49.0% |
| Participant deferral / active EE | $11,351 | $6,356+78.6% | $5,568+103.9% | $6,341+79.0% |
| Admin fee / account holder | $16,955 | $19,811-14.4% | $16,237+4.4% | $12,309+37.7% |