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 | $277,021 | $98,750+180.5% | $149,696+85.1% | $79,858+246.9% |
| Participation rate | 76.4% | 75.8%+0.6pp | 82.5%-6.1pp | 69.6%+6.8pp |
| Annual return | 5.63% | 27.43%-21.8pp | 276.60%-271.0pp | 31.71%-26.1pp |
| Employer contribution / active EE | $1,295 | $3,216-59.7% | $4,644-72.1% | $2,471-47.6% |
| Participant deferral / active EE | $6,300 | $5,680+10.9% | $6,842-7.9% | $3,740+68.4% |
| Admin fee / account holder | $13,367 | $6,053+120.8% | $9,309+43.6% | $5,306+151.9% |