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 | $424,798 | $109,413+288.3% | $156,263+171.8% | $84,808+400.9% |
| Participation rate | 96.6% | 72.7%+23.9pp | 78.9%+17.6pp | 68.3%+28.2pp |
| Annual return | 10.23% | 20.18%-9.9pp | 59.47%-49.2pp | 40.90%-30.7pp |
| Employer contribution / active EE | $12,668 | $2,907+335.8% | $4,333+192.4% | $2,631+381.5% |
| Participant deferral / active EE | $14,434 | $4,590+214.5% | $6,158+134.4% | $4,212+242.7% |
| Admin fee / account holder | $95,399 | $9,357+919.6% | $14,255+569.2% | $7,344+1199.0% |