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 | $399,510 | $214,378+86.4% | $200,582+99.2% | $142,382+180.6% |
| Participation rate | 92.3% | 87.4%+4.9pp | 86.9%+5.4pp | 80.1%+12.2pp |
| Annual return | 11.12% | 46.41%-35.3pp | 42.33%-31.2pp | 217.08%-206.0pp |
| Employer contribution / active EE | $5,264 | $6,841-23.1% | $6,419-18.0% | $4,299+22.4% |
| Participant deferral / active EE | $5,904 | $9,865-40.2% | $9,331-36.7% | $6,507-9.3% |
| Admin fee / account holder | $34,100 | $17,692+92.7% | $16,305+109.1% | $12,624+170.1% |