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 | $275,898 | $80,673+242.0% | $101,326+172.3% | $84,808+225.3% |
| Participation rate | 92.7% | 77.8%+14.9pp | 81.5%+11.2pp | 68.3%+24.4pp |
| Annual return | 11.14% | 38.95%-27.8pp | 36.82%-25.7pp | 40.90%-29.8pp |
| Employer contribution / active EE | $4,784 | $2,698+77.3% | $3,665+30.5% | $2,631+81.8% |
| Participant deferral / active EE | $15,977 | $6,840+133.6% | $7,994+99.9% | $4,212+279.4% |
| Admin fee / account holder | $63,004 | $12,784+392.8% | $11,185+463.3% | $7,344+757.9% |