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 | $281,222 | $109,881+155.9% | $150,045+87.4% | $84,808+231.6% |
| Participation rate | 92.6% | 76.1%+16.5pp | 82.3%+10.3pp | 68.3%+24.3pp |
| Annual return | 12.65% | 28.25%-15.6pp | 62.55%-49.9pp | 40.90%-28.2pp |
| Employer contribution / active EE | $8,786 | $3,561+146.7% | $4,693+87.2% | $2,631+233.9% |
| Participant deferral / active EE | $11,531 | $6,636+73.8% | $7,997+44.2% | $4,212+173.8% |
| Admin fee / account holder | $51,319 | $8,568+499.0% | $13,435+282.0% | $7,344+598.8% |