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 | $381,456 | $109,881+247.2% | $150,045+154.2% | $84,808+349.8% |
| Participation rate | 88.9% | 76.1%+12.8pp | 82.3%+6.6pp | 68.3%+20.6pp |
| Annual return | 11.53% | 28.25%-16.7pp | 62.55%-51.0pp | 40.90%-29.4pp |
| Employer contribution / active EE | $7,970 | $3,561+123.8% | $4,693+69.8% | $2,631+202.9% |
| Participant deferral / active EE | $9,291 | $6,636+40.0% | $7,997+16.2% | $4,212+120.6% |
| Admin fee / account holder | $162,426 | $8,568+1795.7% | $13,435+1109.0% | $7,344+2111.8% |