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 | $363,760 | $80,717+350.7% | $154,803+135.0% | $84,808+328.9% |
| Participation rate | 75.8% | 66.8%+8.9pp | 78.1%-2.3pp | 68.3%+7.4pp |
| Annual return | 12.85% | 37.96%-25.1pp | 58.88%-46.0pp | 40.90%-28.0pp |
| Employer contribution / active EE | $3,246 | $2,761+17.5% | $4,305-24.6% | $2,631+23.4% |
| Participant deferral / active EE | $11,212 | $3,303+239.4% | $5,540+102.4% | $4,212+166.2% |
| Admin fee / account holder | $1,896 | $6,746-71.9% | $14,329-86.8% | $7,344-74.2% |