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 8-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 | $270,634 | $214,378+26.2% | $200,582+34.9% | $142,382+90.1% |
| Participation rate | 90.0% | 87.4%+2.6pp | 86.9%+3.1pp | 80.1%+9.9pp |
| Annual return | 5.46% | 46.41%-40.9pp | 42.33%-36.9pp | 217.08%-211.6pp |
| Employer contribution / active EE | $6,936 | $6,841+1.4% | $6,419+8.1% | $4,299+61.3% |
| Participant deferral / active EE | $19,203 | $9,865+94.7% | $9,331+105.8% | $6,507+195.1% |
| Admin fee / account holder | $30,314 | $17,692+71.3% | $16,305+85.9% | $12,624+140.1% |