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 | $322,816 | $148,978+116.7% | $200,582+60.9% | $84,808+280.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 11.08% | 28.16%-17.1pp | 42.33%-31.3pp | 40.90%-29.8pp |
| Employer contribution / active EE | $5,358 | $4,815+11.3% | $6,419-16.5% | $2,631+103.6% |
| Participant deferral / active EE | $10,251 | $7,142+43.5% | $9,331+9.9% | $4,212+143.4% |
| Admin fee / account holder | $31,643 | $13,977+126.4% | $16,305+94.1% | $7,344+330.9% |