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 | $474,290 | $109,881+331.6% | $150,045+216.1% | $84,808+459.3% |
| Participation rate | 90.9% | 76.1%+14.8pp | 82.3%+8.6pp | 68.3%+22.6pp |
| Annual return | 10.15% | 28.25%-18.1pp | 62.55%-52.4pp | 40.90%-30.8pp |
| Employer contribution / active EE | $11,061 | $3,561+210.6% | $4,693+135.7% | $2,631+320.4% |
| Participant deferral / active EE | $10,805 | $6,636+62.8% | $7,997+35.1% | $4,212+156.6% |
| Admin fee / account holder | $134,439 | $8,568+1469.1% | $13,435+900.7% | $7,344+1730.7% |