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 | $255,349 | $89,753+184.5% | $107,525+137.5% | $84,808+201.1% |
| Participation rate | 92.7% | 68.1%+24.7pp | 75.1%+17.7pp | 68.3%+24.4pp |
| Annual return | 9.03% | 29.48%-20.4pp | 181.32%-172.3pp | 40.90%-31.9pp |
| Employer contribution / active EE | $6,247 | $3,113+100.6% | $3,754+66.4% | $2,631+137.4% |
| Participant deferral / active EE | $10,364 | $4,056+155.5% | $5,116+102.6% | $4,212+146.1% |
| Admin fee / account holder | $27,311 | $7,222+278.2% | $8,919+206.2% | $7,344+271.9% |