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 | $314,872 | $118,680+165.3% | $98,907+218.4% | $158,922+98.1% |
| Participation rate | 87.5% | 77.8%+9.7pp | 76.0%+11.5pp | 82.0%+5.5pp |
| Annual return | 1.92% | 372.35%-370.4pp | 196.43%-194.5pp | 302.83%-300.9pp |
| Employer contribution / active EE | $2,358 | $3,333-29.3% | $2,689-12.3% | $4,761-50.5% |
| Participant deferral / active EE | $4,936 | $5,088-3.0% | $4,244+16.3% | $5,982-17.5% |
| Admin fee / account holder | $710 | $10,131-93.0% | $6,642-89.3% | $11,246-93.7% |