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 | $274,363 | $209,411+31.0% | $178,490+53.7% | $158,922+72.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.95% | 188.75%-183.8pp | 151.07%-146.1pp | 302.83%-297.9pp |
| Employer contribution / active EE | $8,033 | $5,706+40.8% | $5,011+60.3% | $4,761+68.7% |
| Participant deferral / active EE | $9,422 | $5,954+58.2% | $5,202+81.1% | $5,982+57.5% |
| Admin fee / account holder | $23,529 | $17,074+37.8% | $13,984+68.3% | $11,246+109.2% |