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 | $289,203 | $159,602+81.2% | $150,045+92.7% | $142,382+103.1% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.3%+10.0pp | 80.1%+12.2pp |
| Annual return | 8.93% | 70.24%-61.3pp | 62.55%-53.6pp | 217.08%-208.1pp |
| Employer contribution / active EE | $2,828 | $4,961-43.0% | $4,693-39.7% | $4,299-34.2% |
| Participant deferral / active EE | $9,027 | $8,310+8.6% | $7,997+12.9% | $6,507+38.7% |
| Admin fee / account holder | $771 | $14,846-94.8% | $13,435-94.3% | $12,624-93.9% |