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 | $292,271 | $165,335+76.8% | $149,696+95.2% | $158,922+83.9% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 7.98% | 348.15%-340.2pp | 276.60%-268.6pp | 302.83%-294.8pp |
| Employer contribution / active EE | $3,378 | $5,103-33.8% | $4,644-27.3% | $4,761-29.1% |
| Participant deferral / active EE | $12,804 | $7,181+78.3% | $6,842+87.1% | $5,982+114.0% |
| Admin fee / account holder | $1,193 | $10,807-89.0% | $9,309-87.2% | $11,246-89.4% |