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 | $282,083 | $81,460+246.3% | $103,333+173.0% | $80,856+248.9% |
| Participation rate | 96.4% | 66.8%+29.6pp | 74.5%+21.9pp | 67.6%+28.8pp |
| Annual return | 10.04% | 25.55%-15.5pp | 24.88%-14.8pp | 35.59%-25.6pp |
| Employer contribution / active EE | $6,016 | $3,105+93.7% | $3,868+55.5% | $2,755+118.4% |
| Participant deferral / active EE | $9,269 | $3,869+139.6% | $5,057+83.3% | $4,296+115.8% |
| Admin fee / account holder | $19,446 | $6,566+196.2% | $8,355+132.8% | $6,918+181.1% |