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 | $462,980 | $85,022+444.5% | $70,515+556.6% | $139,434+232.0% |
| Participation rate | 88.9% | 73.9%+15.0pp | 68.3%+20.5pp | 80.3%+8.6pp |
| Annual return | 1.67% | 30.38%-28.7pp | 32.77%-31.1pp | 372.94%-371.3pp |
| Employer contribution / active EE | $23,993 | $3,909+513.8% | $2,973+706.9% | $4,751+405.0% |
| Participant deferral / active EE | $16,545 | $5,890+180.9% | $4,567+262.3% | $6,710+146.6% |
| Admin fee / account holder | $3,526 | $8,906-60.4% | $6,412-45.0% | $11,403-69.1% |