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 | $407,101 | $185,822+119.1% | $169,993+139.5% | $139,434+192.0% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 5.27% | 60.50%-55.2pp | 53.37%-48.1pp | 372.94%-367.7pp |
| Employer contribution / active EE | $2,464 | $7,590-67.5% | $6,785-63.7% | $4,751-48.1% |
| Participant deferral / active EE | $11,764 | $11,622+1.2% | $10,408+13.0% | $6,710+75.3% |
| Admin fee / account holder | $4,407 | $15,381-71.3% | $12,815-65.6% | $11,403-61.4% |