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 | $274,244 | $102,605+167.3% | $145,661+88.3% | $84,808+223.4% |
| Participation rate | 96.4% | 74.3%+22.2pp | 77.2%+19.2pp | 68.3%+28.1pp |
| Annual return | 12.23% | 26.50%-14.3pp | 101.46%-89.2pp | 40.90%-28.7pp |
| Employer contribution / active EE | $11,287 | $3,325+239.5% | $4,238+166.4% | $2,631+329.0% |
| Participant deferral / active EE | $15,708 | $5,750+173.2% | $7,198+118.2% | $4,212+273.0% |
| Admin fee / account holder | $83,096 | $8,758+848.8% | $12,466+566.6% | $7,344+1031.5% |