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 | $289,879 | $89,355+224.4% | $141,162+105.4% | $72,985+297.2% |
| Participation rate | 93.5% | 75.1%+18.4pp | 82.5%+11.0pp | 69.5%+24.0pp |
| Annual return | 18.06% | 111.85%-93.8pp | 71.39%-53.3pp | 81.00%-62.9pp |
| Employer contribution / active EE | $7,770 | $3,114+149.5% | $4,735+64.1% | $2,440+218.5% |
| Participant deferral / active EE | $10,096 | $5,418+86.3% | $6,709+50.5% | $3,607+179.9% |
| Admin fee / account holder | $9,252 | $5,958+55.3% | $10,261-9.8% | $5,124+80.6% |