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 9-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 | $339,686 | $159,602+112.8% | $150,045+126.4% | $142,382+138.6% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 11.60% | 70.24%-58.6pp | 62.55%-50.9pp | 217.08%-205.5pp |
| Employer contribution / active EE | $13,002 | $4,961+162.1% | $4,693+177.0% | $4,299+202.4% |
| Participant deferral / active EE | $5,350 | $8,310-35.6% | $7,997-33.1% | $6,507-17.8% |
| Admin fee / account holder | $8,490 | $14,846-42.8% | $13,435-36.8% | $12,624-32.7% |