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 | $332,685 | $217,402+53.0% | $185,823+79.0% | $167,490+98.6% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 8.41% | 148.36%-139.9pp | 122.05%-113.6pp | 478.56%-470.1pp |
| Employer contribution / active EE | $4,813 | $5,873-18.1% | $5,167-6.9% | $4,837-0.5% |
| Participant deferral / active EE | $13,150 | $6,356+106.9% | $5,568+136.2% | $6,341+107.4% |
| Admin fee / account holder | $1,230 | $19,811-93.8% | $16,237-92.4% | $12,309-90.0% |