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 | $257,160 | $73,638+249.2% | $95,952+168.0% | $73,488+249.9% |
| Participation rate | 98.2% | 76.2%+22.0pp | 77.1%+21.1pp | 70.7%+27.5pp |
| Annual return | 10.47% | 16.78%-6.3pp | 91.61%-81.1pp | 28.51%-18.0pp |
| Employer contribution / active EE | $9,355 | $1,863+402.1% | $2,541+268.2% | $2,270+312.1% |
| Participant deferral / active EE | $5,347 | $3,617+47.8% | $4,167+28.3% | $3,740+43.0% |
| Admin fee / account holder | $9,480 | $482+1866.4% | $6,795+39.5% | $513+1747.7% |