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 | $287,852 | $175,202+64.3% | $149,673+92.3% | $139,434+106.4% |
| Participation rate | 95.2% | 83.4%+11.9pp | 78.8%+16.5pp | 80.3%+14.9pp |
| Annual return | 8.67% | 166.71%-158.0pp | 134.42%-125.7pp | 372.94%-364.3pp |
| Employer contribution / active EE | $2,950 | $5,474-46.1% | $4,818-38.8% | $4,751-37.9% |
| Participant deferral / active EE | $8,348 | $6,519+28.1% | $5,680+47.0% | $6,710+24.4% |
| Admin fee / account holder | $4,310 | $16,150-73.3% | $13,210-67.4% | $11,403-62.2% |