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 | $293,988 | $127,065+131.4% | $113,168+159.8% | $142,382+106.5% |
| Participation rate | 75.0% | 79.2%-4.2pp | 76.6%-1.6pp | 80.1%-5.1pp |
| Annual return | 5.14% | 24.03%-18.9pp | 24.27%-19.1pp | 217.08%-211.9pp |
| Employer contribution / active EE | $10,005 | $3,442+190.7% | $2,975+236.3% | $4,299+132.7% |
| Participant deferral / active EE | $3,894 | $5,716-31.9% | $5,107-23.8% | $6,507-40.2% |
| Admin fee / account holder | $27,667 | $15,736+75.8% | $12,068+129.3% | $12,624+119.2% |