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 | $414,954 | $60,892+581.5% | $82,389+403.7% | $84,808+389.3% |
| Participation rate | 97.1% | 63.3%+33.8pp | 69.5%+27.5pp | 68.3%+28.7pp |
| Annual return | 12.79% | 37.29%-24.5pp | 28.67%-15.9pp | 40.90%-28.1pp |
| Employer contribution / active EE | $9,807 | $1,779+451.2% | $2,517+289.6% | $2,631+272.8% |
| Participant deferral / active EE | $11,070 | $3,179+248.3% | $4,155+166.4% | $4,212+162.8% |
| Admin fee / account holder | $85,340 | $5,467+1460.9% | $7,231+1080.3% | $7,344+1062.1% |