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 | $256,695 | $83,477+207.5% | $125,175+105.1% | $72,985+251.7% |
| Participation rate | 98.4% | 73.3%+25.1pp | 79.8%+18.7pp | 69.5%+29.0pp |
| Annual return | 7.03% | 25.78%-18.7pp | 43.79%-36.8pp | 81.00%-74.0pp |
| Employer contribution / active EE | $8,594 | $2,345+266.4% | $3,865+122.3% | $2,440+252.2% |
| Participant deferral / active EE | $8,589 | $3,585+139.6% | $4,937+74.0% | $3,607+138.1% |
| Admin fee / account holder | $1,185 | $5,517-78.5% | $9,702-87.8% | $5,124-76.9% |