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 | $280,016 | $148,978+88.0% | $200,582+39.6% | $84,808+230.2% |
| Participation rate | 93.8% | 84.2%+9.5pp | 86.9%+6.9pp | 68.3%+25.4pp |
| Annual return | 11.65% | 28.16%-16.5pp | 42.33%-30.7pp | 40.90%-29.2pp |
| Employer contribution / active EE | $9,050 | $4,815+87.9% | $6,419+41.0% | $2,631+244.0% |
| Participant deferral / active EE | $11,466 | $7,142+60.5% | $9,331+22.9% | $4,212+172.3% |
| Admin fee / account holder | $4,671 | $13,977-66.6% | $16,305-71.3% | $7,344-36.4% |