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 9-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 | $292,626 | $201,272+45.4% | $184,203+58.9% | $145,922+100.5% |
| Participation rate | 88.9% | 87.5%+1.4pp | 86.8%+2.1pp | 80.3%+8.6pp |
| Annual return | 6.41% | 29.00%-22.6pp | 28.81%-22.4pp | 561.29%-554.9pp |
| Employer contribution / active EE | $13,840 | $7,022+97.1% | $6,427+115.3% | $4,660+197.0% |
| Participant deferral / active EE | $11,976 | $9,806+22.1% | $9,131+31.2% | $6,688+79.1% |
| Admin fee / account holder | $4,156 | $16,364-74.6% | $13,901-70.1% | $13,397-69.0% |