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 | $366,699 | $159,901+129.3% | $146,958+149.5% | $145,922+151.3% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 5.43% | 98.13%-92.7pp | 418.34%-412.9pp | 561.29%-555.9pp |
| Employer contribution / active EE | $7,699 | $5,286+45.6% | $4,933+56.1% | $4,660+65.2% |
| Participant deferral / active EE | $5,928 | $8,428-29.7% | $8,070-26.5% | $6,688-11.4% |
| Admin fee / account holder | $20,792 | $15,044+38.2% | $12,998+60.0% | $13,397+55.2% |