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 | $323,550 | $84,233+284.1% | $170,442+89.8% | $70,131+361.4% |
| Participation rate | 90.2% | 70.8%+19.4pp | 83.6%+6.6pp | 69.5%+20.7pp |
| Annual return | 10.64% | 23.06%-12.4pp | 205.93%-195.3pp | 73.14%-62.5pp |
| Employer contribution / active EE | $6,819 | $3,387+101.3% | $5,433+25.5% | $2,342+191.1% |
| Participant deferral / active EE | $4,753 | $3,086+54.0% | $4,939-3.8% | $3,332+42.6% |
| Admin fee / account holder | $545 | $5,698-90.4% | $13,880-96.1% | $4,645-88.3% |