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 | $285,041 | $81,208+251.0% | $98,907+188.2% | $79,858+256.9% |
| Participation rate | 98.4% | 72.5%+25.9pp | 76.0%+22.4pp | 69.6%+28.8pp |
| Annual return | 9.30% | 60.99%-51.7pp | 196.43%-187.1pp | 31.71%-22.4pp |
| Employer contribution / active EE | $1,985 | $1,960+1.3% | $2,689-26.2% | $2,471-19.7% |
| Participant deferral / active EE | $10,630 | $3,265+225.6% | $4,244+150.5% | $3,740+184.2% |
| Admin fee / account holder | $30,085 | $6,013+400.4% | $6,642+353.0% | $5,306+467.0% |