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 | $342,536 | $89,355+283.3% | $141,162+142.7% | $72,985+369.3% |
| Participation rate | 96.3% | 75.1%+21.2pp | 82.5%+13.8pp | 69.5%+26.8pp |
| Annual return | 16.47% | 111.85%-95.4pp | 71.39%-54.9pp | 81.00%-64.5pp |
| Employer contribution / active EE | $5,602 | $3,114+79.9% | $4,735+18.3% | $2,440+129.6% |
| Participant deferral / active EE | $7,466 | $5,418+37.8% | $6,709+11.3% | $3,607+107.0% |
| Admin fee / account holder | $6,766 | $5,958+13.6% | $10,261-34.1% | $5,124+32.0% |