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 | $262,449 | $177,572+47.8% | $154,803+69.5% | $142,382+84.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 9.63% | 65.07%-55.4pp | 58.88%-49.3pp | 217.08%-207.4pp |
| Employer contribution / active EE | $3,399 | $4,810-29.3% | $4,305-21.1% | $4,299-20.9% |
| Participant deferral / active EE | $7,851 | $6,272+25.2% | $5,540+41.7% | $6,507+20.7% |
| Admin fee / account holder | $501 | $16,786-97.0% | $14,329-96.5% | $12,624-96.0% |