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 | $282,989 | $214,378+32.0% | $200,582+41.1% | $142,382+98.8% |
| Participation rate | 86.7% | 87.4%-0.8pp | 86.9%-0.2pp | 80.1%+6.5pp |
| Annual return | 8.89% | 46.41%-37.5pp | 42.33%-33.4pp | 217.08%-208.2pp |
| Employer contribution / active EE | $11,771 | $6,841+72.1% | $6,419+83.4% | $4,299+173.8% |
| Participant deferral / active EE | $7,923 | $9,865-19.7% | $9,331-15.1% | $6,507+21.8% |
| Admin fee / account holder | $45,916 | $17,692+159.5% | $16,305+181.6% | $12,624+263.7% |