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 | $460,465 | $93,571+392.1% | $135,903+238.8% | $75,163+512.6% |
| Participation rate | 96.2% | 75.2%+21.0pp | 81.9%+14.2pp | 67.2%+29.0pp |
| Annual return | 14.34% | 30.90%-16.6pp | 68.23%-53.9pp | 160.62%-146.3pp |
| Employer contribution / active EE | $9,955 | $3,537+181.5% | $4,856+105.0% | $2,670+272.9% |
| Participant deferral / active EE | $11,573 | $6,404+80.7% | $7,758+49.2% | $4,125+180.6% |
| Admin fee / account holder | $30,828 | $6,975+342.0% | $10,762+186.5% | $5,651+445.5% |