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 | $309,138 | $159,602+93.7% | $150,045+106.0% | $142,382+117.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 6.07% | 70.24%-64.2pp | 62.55%-56.5pp | 217.08%-211.0pp |
| Employer contribution / active EE | $1,445 | $4,961-70.9% | $4,693-69.2% | $4,299-66.4% |
| Participant deferral / active EE | $5,254 | $8,310-36.8% | $7,997-34.3% | $6,507-19.3% |
| Admin fee / account holder | $13,257 | $14,846-10.7% | $13,435-1.3% | $12,624+5.0% |