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 | $462,526 | $94,338+390.3% | $100,534+360.1% | $142,382+224.8% |
| Participation rate | 85.7% | 81.7%+4.0pp | 80.6%+5.1pp | 80.1%+5.6pp |
| Annual return | 10.72% | 29.20%-18.5pp | 32.66%-21.9pp | 217.08%-206.4pp |
| Employer contribution / active EE | $7,883 | $4,237+86.1% | $4,346+81.4% | $4,299+83.4% |
| Participant deferral / active EE | $13,200 | $5,934+122.4% | $6,144+114.8% | $6,507+102.8% |
| Admin fee / account holder | $10,369 | $8,421+23.1% | $7,654+35.5% | $12,624-17.9% |