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 | $346,241 | $64,839+434.0% | $95,585+262.2% | $84,808+308.3% |
| Participation rate | 95.2% | 63.8%+31.4pp | 72.1%+23.2pp | 68.3%+26.9pp |
| Annual return | 12.18% | -670.96%+683.1pp | 38.56%-26.4pp | 40.90%-28.7pp |
| Employer contribution / active EE | $9,221 | $1,759+424.3% | $2,527+265.0% | $2,631+250.5% |
| Participant deferral / active EE | $5,983 | $2,965+101.8% | $4,023+48.7% | $4,212+42.1% |
| Admin fee / account holder | $46,278 | $5,964+675.9% | $6,127+655.3% | $7,344+530.2% |