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 | $389,605 | $201,272+93.6% | $184,203+111.5% | $145,922+167.0% |
| Participation rate | 90.9% | 87.5%+3.4pp | 86.8%+4.1pp | 80.3%+10.6pp |
| Annual return | 7.84% | 29.00%-21.2pp | 28.81%-21.0pp | 561.29%-553.4pp |
| Employer contribution / active EE | $3,669 | $7,022-47.7% | $6,427-42.9% | $4,660-21.3% |
| Participant deferral / active EE | $9,115 | $9,806-7.0% | $9,131-0.2% | $6,688+36.3% |
| Admin fee / account holder | $1,032 | $16,364-93.7% | $13,901-92.6% | $13,397-92.3% |