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 | $257,247 | $54,705+370.2% | $71,209+261.3% | $84,808+203.3% |
| Participation rate | 96.6% | 64.1%+32.5pp | 73.8%+22.8pp | 68.3%+28.3pp |
| Annual return | 11.38% | 35.90%-24.5pp | 282.51%-271.1pp | 40.90%-29.5pp |
| Employer contribution / active EE | $19,795 | $2,158+817.3% | $2,721+627.5% | $2,631+652.4% |
| Participant deferral / active EE | $12,218 | $3,030+303.2% | $4,175+192.6% | $4,212+190.1% |
| Admin fee / account holder | $39,218 | $4,863+706.4% | $5,349+633.2% | $7,344+434.0% |