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 | $260,395 | $159,602+63.2% | $150,045+73.5% | $142,382+82.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 4.28% | 70.24%-66.0pp | 62.55%-58.3pp | 217.08%-212.8pp |
| Employer contribution / active EE | $1,973 | $4,961-60.2% | $4,693-58.0% | $4,299-54.1% |
| Participant deferral / active EE | $2,530 | $8,310-69.6% | $7,997-68.4% | $6,507-61.1% |
| Admin fee / account holder | $208,506 | $14,846+1304.4% | $13,435+1452.0% | $12,624+1551.7% |