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 | $394,717 | $175,202+125.3% | $149,673+163.7% | $139,434+183.1% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 8.60% | 166.71%-158.1pp | 134.42%-125.8pp | 372.94%-364.3pp |
| Employer contribution / active EE | $2,458 | $5,474-55.1% | $4,818-49.0% | $4,751-48.3% |
| Participant deferral / active EE | $11,624 | $6,519+78.3% | $5,680+104.6% | $6,710+73.2% |
| Admin fee / account holder | $28,556 | $16,150+76.8% | $13,210+116.2% | $11,403+150.4% |