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 | $256,789 | $115,882+121.6% | $100,516+155.5% | $158,922+61.6% |
| Participation rate | 80.0% | 81.6%-1.6pp | 79.4%+0.6pp | 82.0%-2.0pp |
| Annual return | 5.81% | 34.79%-29.0pp | 30.89%-25.1pp | 302.83%-297.0pp |
| Employer contribution / active EE | $6,407 | $4,103+56.1% | $3,418+87.5% | $4,761+34.6% |
| Participant deferral / active EE | $10,181 | $6,674+52.5% | $6,270+62.4% | $5,982+70.2% |
| Admin fee / account holder | $1,465 | $10,995-86.7% | $8,081-81.9% | $11,246-87.0% |