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 | $338,222 | $117,983+186.7% | $101,794+232.3% | $142,382+137.5% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 1.90% | 36.92%-35.0pp | 30.53%-28.6pp | 217.08%-215.2pp |
| Employer contribution / active EE | $4,034 | $2,773+45.5% | $2,289+76.2% | $4,299-6.2% |
| Participant deferral / active EE | $19,805 | $4,714+320.2% | $4,084+384.9% | $6,507+204.4% |
| Admin fee / account holder | $12,439 | $10,433+19.2% | $8,777+41.7% | $12,624-1.5% |