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 | $283,755 | $105,181+169.8% | $159,436+78.0% | $85,850+230.5% |
| Participation rate | 96.7% | 75.8%+20.9pp | 82.8%+13.9pp | 69.3%+27.4pp |
| Annual return | 12.03% | 45.07%-33.0pp | 263.57%-251.5pp | 318.53%-306.5pp |
| Employer contribution / active EE | $2,489 | $3,318-25.0% | $4,829-48.5% | $2,565-3.0% |
| Participant deferral / active EE | $13,788 | $5,945+131.9% | $7,352+87.5% | $3,952+248.9% |
| Admin fee / account holder | $3,585 | $6,933-48.3% | $10,799-66.8% | $6,260-42.7% |