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 | $395,819 | $214,378+84.6% | $200,582+97.3% | $142,382+178.0% |
| Participation rate | 88.9% | 87.4%+1.5pp | 86.9%+2.0pp | 80.1%+8.8pp |
| Annual return | 10.60% | 46.41%-35.8pp | 42.33%-31.7pp | 217.08%-206.5pp |
| Employer contribution / active EE | $8,333 | $6,841+21.8% | $6,419+29.8% | $4,299+93.8% |
| Participant deferral / active EE | $6,795 | $9,865-31.1% | $9,331-27.2% | $6,507+4.4% |
| Admin fee / account holder | $102,998 | $17,692+482.2% | $16,305+531.7% | $12,624+715.9% |