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 | $283,897 | $80,717+251.7% | $154,803+83.4% | $84,808+234.8% |
| Participation rate | 88.9% | 66.8%+22.1pp | 78.1%+10.8pp | 68.3%+20.6pp |
| Annual return | 9.82% | 37.96%-28.1pp | 58.88%-49.1pp | 40.90%-31.1pp |
| Employer contribution / active EE | $8,009 | $2,761+190.1% | $4,305+86.0% | $2,631+204.4% |
| Participant deferral / active EE | $7,214 | $3,303+118.4% | $5,540+30.2% | $4,212+71.3% |
| Admin fee / account holder | $24,721 | $6,746+266.5% | $14,329+72.5% | $7,344+236.6% |