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 | $337,654 | $159,901+111.2% | $146,958+129.8% | $145,922+131.4% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 6.54% | 98.13%-91.6pp | 418.34%-411.8pp | 561.29%-554.7pp |
| Employer contribution / active EE | $7,615 | $5,286+44.1% | $4,933+54.4% | $4,660+63.4% |
| Participant deferral / active EE | $12,070 | $8,428+43.2% | $8,070+49.6% | $6,688+80.5% |
| Admin fee / account holder | $631 | $15,044-95.8% | $12,998-95.1% | $13,397-95.3% |