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 | $340,468 | $80,673+322.0% | $101,326+236.0% | $84,808+301.5% |
| Participation rate | 94.1% | 77.8%+16.3pp | 81.5%+12.6pp | 68.3%+25.8pp |
| Annual return | 13.87% | 38.95%-25.1pp | 36.82%-22.9pp | 40.90%-27.0pp |
| Employer contribution / active EE | $8,775 | $2,698+225.3% | $3,665+139.4% | $2,631+233.5% |
| Participant deferral / active EE | $8,654 | $6,840+26.5% | $7,994+8.3% | $4,212+105.5% |
| Admin fee / account holder | $23,567 | $12,784+84.3% | $11,185+110.7% | $7,344+220.9% |