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 | $257,077 | $109,881+134.0% | $150,045+71.3% | $84,808+203.1% |
| Participation rate | 71.1% | 76.1%-5.0pp | 82.3%-11.3pp | 68.3%+2.7pp |
| Annual return | 13.15% | 28.25%-15.1pp | 62.55%-49.4pp | 40.90%-27.7pp |
| Employer contribution / active EE | $5,740 | $3,561+61.2% | $4,693+22.3% | $2,631+118.2% |
| Participant deferral / active EE | $11,354 | $6,636+71.1% | $7,997+42.0% | $4,212+169.6% |
| Admin fee / account holder | $106,026 | $8,568+1137.5% | $13,435+689.2% | $7,344+1343.7% |