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 | $427,173 | $159,602+167.6% | $150,045+184.7% | $142,382+200.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 9.80% | 70.24%-60.4pp | 62.55%-52.7pp | 217.08%-207.3pp |
| Employer contribution / active EE | $4,069 | $4,961-18.0% | $4,693-13.3% | $4,299-5.4% |
| Participant deferral / active EE | $14,063 | $8,310+69.2% | $7,997+75.8% | $6,507+116.1% |
| Admin fee / account holder | $7,053 | $14,846-52.5% | $13,435-47.5% | $12,624-44.1% |