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 | $305,399 | $109,881+177.9% | $150,045+103.5% | $84,808+260.1% |
| Participation rate | 87.0% | 76.1%+10.9pp | 82.3%+4.6pp | 68.3%+18.6pp |
| Annual return | 11.62% | 28.25%-16.6pp | 62.55%-50.9pp | 40.90%-29.3pp |
| Employer contribution / active EE | $10,713 | $3,561+200.8% | $4,693+128.3% | $2,631+307.2% |
| Participant deferral / active EE | $7,854 | $6,636+18.4% | $7,997-1.8% | $4,212+86.5% |
| Admin fee / account holder | $142,732 | $8,568+1565.9% | $13,435+962.4% | $7,344+1843.6% |