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 | $286,315 | $109,413+161.7% | $156,263+83.2% | $84,808+237.6% |
| Participation rate | 77.4% | 72.7%+4.7pp | 78.9%-1.5pp | 68.3%+9.1pp |
| Annual return | 11.04% | 20.18%-9.1pp | 59.47%-48.4pp | 40.90%-29.9pp |
| Employer contribution / active EE | $2,872 | $2,907-1.2% | $4,333-33.7% | $2,631+9.1% |
| Participant deferral / active EE | $10,693 | $4,590+133.0% | $6,158+73.6% | $4,212+153.9% |
| Admin fee / account holder | $95,782 | $9,357+923.7% | $14,255+571.9% | $7,344+1204.3% |