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 | $279,945 | $183,519+52.5% | $155,509+80.0% | $145,922+91.8% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 6.43% | 61.17%-54.7pp | 64.67%-58.2pp | 561.29%-554.9pp |
| Employer contribution / active EE | $1,921 | $5,313-63.9% | $4,672-58.9% | $4,660-58.8% |
| Participant deferral / active EE | $8,267 | $6,462+27.9% | $5,626+46.9% | $6,688+23.6% |
| Admin fee / account holder | $18,620 | $19,313-3.6% | $15,912+17.0% | $13,397+39.0% |