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 6-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 | $300,256 | $172,478+74.1% | $145,661+106.1% | $142,382+110.9% |
| Participation rate | 73.9% | 80.1%-6.2pp | 77.2%-3.3pp | 80.1%-6.2pp |
| Annual return | 4.83% | 151.09%-146.3pp | 101.46%-96.6pp | 217.08%-212.2pp |
| Employer contribution / active EE | $3,647 | $4,899-25.6% | $4,238-13.9% | $4,299-15.2% |
| Participant deferral / active EE | $19,115 | $8,348+129.0% | $7,198+165.5% | $6,507+193.7% |
| Admin fee / account holder | $33,434 | $16,864+98.3% | $12,466+168.2% | $12,624+164.9% |