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 | $376,154 | $85,766+338.6% | $136,294+176.0% | $70,131+436.4% |
| Participation rate | 74.5% | 74.2%+0.4pp | 81.9%-7.4pp | 69.5%+5.0pp |
| Annual return | 12.25% | 31.45%-19.2pp | 5155.94%-5143.7pp | 73.14%-60.9pp |
| Employer contribution / active EE | $3,922 | $2,966+32.2% | $4,695-16.5% | $2,342+67.4% |
| Participant deferral / active EE | $7,334 | $5,051+45.2% | $6,247+17.4% | $3,332+120.1% |
| Admin fee / account holder | $4,455 | $5,420-17.8% | $9,243-51.8% | $4,645-4.1% |