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 5-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 | $253,679 | $201,272+26.0% | $184,203+37.7% | $145,922+73.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 6.53% | 29.00%-22.5pp | 28.81%-22.3pp | 561.29%-554.8pp |
| Employer contribution / active EE | $12,544 | $7,022+78.6% | $6,427+95.2% | $4,660+169.2% |
| Participant deferral / active EE | $14,044 | $9,806+43.2% | $9,131+53.8% | $6,688+110.0% |
| Admin fee / account holder | $5,331 | $16,364-67.4% | $13,901-61.6% | $13,397-60.2% |