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 | $294,837 | $159,602+84.7% | $150,045+96.5% | $142,382+107.1% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.3%+10.0pp | 80.1%+12.2pp |
| Annual return | 9.30% | 70.24%-60.9pp | 62.55%-53.3pp | 217.08%-207.8pp |
| Employer contribution / active EE | $3,892 | $4,961-21.5% | $4,693-17.1% | $4,299-9.5% |
| Participant deferral / active EE | $13,627 | $8,310+64.0% | $7,997+70.4% | $6,507+109.4% |
| Admin fee / account holder | $5,540 | $14,846-62.7% | $13,435-58.8% | $12,624-56.1% |