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 | $278,796 | $91,538+204.6% | $129,995+114.5% | $75,163+270.9% |
| Participation rate | 80.8% | 71.4%+9.3pp | 78.5%+2.3pp | 67.2%+13.6pp |
| Annual return | 11.16% | -631.11%+642.3pp | -137.18%+148.3pp | 160.62%-149.5pp |
| Employer contribution / active EE | $6,861 | $2,845+141.1% | $4,320+58.8% | $2,670+157.0% |
| Participant deferral / active EE | $8,994 | $4,341+107.2% | $5,820+54.5% | $4,125+118.0% |
| Admin fee / account holder | $1,515 | $6,790-77.7% | $10,614-85.7% | $5,651-73.2% |