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 | $680,839 | $73,933+820.9% | $96,683+604.2% | $75,163+805.8% |
| Participation rate | 82.8% | 66.4%+16.3pp | 74.3%+8.4pp | 67.2%+15.6pp |
| Annual return | 6.46% | 26.70%-20.2pp | 35.69%-29.2pp | 160.62%-154.2pp |
| Employer contribution / active EE | $13,275 | $2,928+353.4% | $3,737+255.3% | $2,670+397.2% |
| Participant deferral / active EE | $7,506 | $3,659+105.2% | $4,878+53.9% | $4,125+82.0% |
| Admin fee / account holder | $1,919 | $5,216-63.2% | $6,730-71.5% | $5,651-66.0% |