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 | $269,679 | $202,432+33.2% | $169,368+59.2% | $139,434+93.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 7.20% | 531.74%-524.5pp | 405.60%-398.4pp | 372.94%-365.7pp |
| Employer contribution / active EE | $2,516 | $4,692-46.4% | $4,013-37.3% | $4,751-47.0% |
| Participant deferral / active EE | $5,068 | $6,938-27.0% | $6,221-18.5% | $6,710-24.5% |
| Admin fee / account holder | $9,492 | $10,708-11.4% | $9,003+5.4% | $11,403-16.8% |