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 | $306,294 | $159,602+91.9% | $150,045+104.1% | $142,382+115.1% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 9.43% | 70.24%-60.8pp | 62.55%-53.1pp | 217.08%-207.6pp |
| Employer contribution / active EE | $8,092 | $4,961+63.1% | $4,693+72.4% | $4,299+88.2% |
| Participant deferral / active EE | $5,993 | $8,310-27.9% | $7,997-25.1% | $6,507-7.9% |
| Admin fee / account holder | $192,744 | $14,846+1198.3% | $13,435+1334.7% | $12,624+1426.8% |