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 | $319,763 | $159,901+100.0% | $146,958+117.6% | $145,922+119.1% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 4.49% | 98.13%-93.6pp | 418.34%-413.8pp | 561.29%-556.8pp |
| Employer contribution / active EE | $4,140 | $5,286-21.7% | $4,933-16.1% | $4,660-11.1% |
| Participant deferral / active EE | $7,670 | $8,428-9.0% | $8,070-5.0% | $6,688+14.7% |
| Admin fee / account holder | $64,309 | $15,044+327.5% | $12,998+394.8% | $13,397+380.0% |