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 9-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 | $286,081 | $77,314+270.0% | $177,989+60.7% | $80,856+253.8% |
| Participation rate | 98.3% | 65.7%+32.6pp | 77.1%+21.2pp | 67.6%+30.7pp |
| Annual return | 9.25% | 18.09%-8.8pp | 294.48%-285.2pp | 35.59%-26.3pp |
| Employer contribution / active EE | $1,993 | $2,292-13.1% | $3,949-49.5% | $2,755-27.7% |
| Participant deferral / active EE | $7,819 | $4,411+77.3% | $6,276+24.6% | $4,296+82.0% |
| Admin fee / account holder | $10,489 | $7,191+45.9% | $10,363+1.2% | $6,918+51.6% |