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 | $407,770 | $165,335+146.6% | $149,696+172.4% | $158,922+156.6% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 7.67% | 348.15%-340.5pp | 276.60%-268.9pp | 302.83%-295.2pp |
| Employer contribution / active EE | $3,080 | $5,103-39.6% | $4,644-33.7% | $4,761-35.3% |
| Participant deferral / active EE | $8,697 | $7,181+21.1% | $6,842+27.1% | $5,982+45.4% |
| Admin fee / account holder | $7,225 | $10,807-33.1% | $9,309-22.4% | $11,246-35.8% |