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 | $274,671 | $109,413+151.0% | $156,263+75.8% | $84,808+223.9% |
| Participation rate | 73.7% | 72.7%+1.0pp | 78.9%-5.2pp | 68.3%+5.4pp |
| Annual return | 9.28% | 20.18%-10.9pp | 59.47%-50.2pp | 40.90%-31.6pp |
| Employer contribution / active EE | $3,570 | $2,907+22.8% | $4,333-17.6% | $2,631+35.7% |
| Participant deferral / active EE | $7,891 | $4,590+71.9% | $6,158+28.1% | $4,212+87.4% |
| Admin fee / account holder | $10,494 | $9,357+12.2% | $14,255-26.4% | $7,344+42.9% |