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 | $290,611 | $105,181+176.3% | $159,436+82.3% | $85,850+238.5% |
| Participation rate | 95.9% | 75.8%+20.2pp | 82.8%+13.1pp | 69.3%+26.6pp |
| Annual return | 8.64% | 45.07%-36.4pp | 263.57%-254.9pp | 318.53%-309.9pp |
| Employer contribution / active EE | $9,716 | $3,318+192.8% | $4,829+101.2% | $2,565+278.8% |
| Participant deferral / active EE | $8,833 | $5,945+48.6% | $7,352+20.1% | $3,952+123.5% |
| Admin fee / account holder | $6,613 | $6,933-4.6% | $10,799-38.8% | $6,260+5.6% |