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 | $255,564 | $177,572+43.9% | $154,803+65.1% | $142,382+79.5% |
| Participation rate | 76.9% | 82.1%-5.1pp | 78.1%-1.1pp | 80.1%-3.2pp |
| Annual return | 10.62% | 65.07%-54.5pp | 58.88%-48.3pp | 217.08%-206.5pp |
| Employer contribution / active EE | $7,086 | $4,810+47.3% | $4,305+64.6% | $4,299+64.8% |
| Participant deferral / active EE | $7,669 | $6,272+22.3% | $5,540+38.4% | $6,507+17.9% |
| Admin fee / account holder | $198,679 | $16,786+1083.6% | $14,329+1286.5% | $12,624+1473.9% |