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 | $290,020 | $148,534+95.3% | $135,903+113.4% | $139,434+108.0% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 11.31% | 79.19%-67.9pp | 68.23%-56.9pp | 372.94%-361.6pp |
| Employer contribution / active EE | $4,835 | $5,243-7.8% | $4,856-0.4% | $4,751+1.8% |
| Participant deferral / active EE | $17,893 | $8,100+120.9% | $7,758+130.6% | $6,710+166.7% |
| Admin fee / account holder | $87,070 | $12,400+602.2% | $10,762+709.0% | $11,403+663.6% |