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 | $369,486 | $179,726+105.6% | $156,263+136.5% | $142,382+159.5% |
| Participation rate | 78.3% | 82.1%-3.8pp | 78.9%-0.6pp | 80.1%-1.9pp |
| Annual return | 6.44% | 77.86%-71.4pp | 59.47%-53.0pp | 217.08%-210.6pp |
| Employer contribution / active EE | $3,665 | $5,069-27.7% | $4,333-15.4% | $4,299-14.8% |
| Participant deferral / active EE | $6,643 | $6,956-4.5% | $6,158+7.9% | $6,507+2.1% |
| Admin fee / account holder | $168,390 | $17,272+874.9% | $14,255+1081.3% | $12,624+1233.9% |