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 | $341,403 | $179,726+90.0% | $156,263+118.5% | $142,382+139.8% |
| Participation rate | 90.5% | 82.1%+8.4pp | 78.9%+11.6pp | 80.1%+10.4pp |
| Annual return | 8.42% | 77.86%-69.4pp | 59.47%-51.1pp | 217.08%-208.7pp |
| Employer contribution / active EE | $9,958 | $5,069+96.4% | $4,333+129.8% | $4,299+131.6% |
| Participant deferral / active EE | $11,871 | $6,956+70.7% | $6,158+92.8% | $6,507+82.4% |
| Admin fee / account holder | $220,750 | $17,272+1178.1% | $14,255+1448.6% | $12,624+1648.7% |