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 | $285,684 | $192,717+48.2% | $142,449+100.6% | $139,434+104.9% |
| Participation rate | 88.9% | 81.5%+7.4pp | 76.8%+12.1pp | 80.3%+8.6pp |
| Annual return | 7.04% | 17.99%-11.0pp | 19.99%-12.9pp | 372.94%-365.9pp |
| Employer contribution / active EE | $7,080 | $5,806+21.9% | $4,847+46.1% | $4,751+49.0% |
| Participant deferral / active EE | $0 | $7,208-100.0% | $6,283-100.0% | $6,710-100.0% |
| Admin fee / account holder | $9,092 | $15,124-39.9% | $10,011-9.2% | $11,403-20.3% |