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 | $252,376 | $138,347+82.4% | $184,203+37.0% | $80,856+212.1% |
| Participation rate | 97.8% | 83.9%+14.0pp | 86.8%+11.0pp | 67.6%+30.2pp |
| Annual return | 11.02% | 20.02%-9.0pp | 28.81%-17.8pp | 35.59%-24.6pp |
| Employer contribution / active EE | $7,151 | $4,850+47.4% | $6,427+11.3% | $2,755+159.6% |
| Participant deferral / active EE | $14,324 | $7,071+102.6% | $9,131+56.9% | $4,296+233.4% |
| Admin fee / account holder | $55,138 | $10,483+426.0% | $13,901+296.7% | $6,918+697.0% |