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 | $251,733 | $165,335+52.3% | $149,696+68.2% | $158,922+58.4% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 5.11% | 348.15%-343.0pp | 276.60%-271.5pp | 302.83%-297.7pp |
| Employer contribution / active EE | $2,134 | $5,103-58.2% | $4,644-54.1% | $4,761-55.2% |
| Participant deferral / active EE | $9,336 | $7,181+30.0% | $6,842+36.5% | $5,982+56.1% |
| Admin fee / account holder | $187,611 | $10,807+1636.1% | $9,309+1915.4% | $11,246+1568.3% |