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 | $349,383 | $102,317+241.5% | $146,958+137.7% | $80,856+332.1% |
| Participation rate | 83.9% | 75.8%+8.0pp | 82.2%+1.7pp | 67.6%+16.2pp |
| Annual return | 10.38% | 134.76%-124.4pp | 418.34%-408.0pp | 35.59%-25.2pp |
| Employer contribution / active EE | $5,579 | $3,713+50.2% | $4,933+13.1% | $2,755+102.5% |
| Participant deferral / active EE | $13,465 | $6,644+102.7% | $8,070+66.9% | $4,296+213.4% |
| Admin fee / account holder | $12,358 | $7,941+55.6% | $12,998-4.9% | $6,918+78.6% |