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 | $274,346 | $109,881+149.7% | $150,045+82.8% | $84,808+223.5% |
| Participation rate | 98.1% | 76.1%+22.0pp | 82.3%+15.8pp | 68.3%+29.8pp |
| Annual return | 12.30% | 28.25%-15.9pp | 62.55%-50.3pp | 40.90%-28.6pp |
| Employer contribution / active EE | $16,607 | $3,561+366.3% | $4,693+253.8% | $2,631+531.2% |
| Participant deferral / active EE | $10,910 | $6,636+64.4% | $7,997+36.4% | $4,212+159.0% |
| Admin fee / account holder | $48,074 | $8,568+461.1% | $13,435+257.8% | $7,344+554.6% |