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 | $391,792 | $81,248+382.2% | $155,509+151.9% | $80,856+384.6% |
| Participation rate | 96.0% | 66.2%+29.8pp | 78.2%+17.8pp | 67.6%+28.4pp |
| Annual return | 5.69% | 33.31%-27.6pp | 64.67%-59.0pp | 35.59%-29.9pp |
| Employer contribution / active EE | $10,492 | $3,100+238.4% | $4,672+124.6% | $2,755+280.9% |
| Participant deferral / active EE | $7,032 | $3,452+103.7% | $5,626+25.0% | $4,296+63.7% |
| Admin fee / account holder | $13,602 | $7,997+70.1% | $15,912-14.5% | $6,918+96.6% |