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 | $350,703 | $95,803+266.1% | $113,168+209.9% | $84,808+313.5% |
| Participation rate | 95.0% | 72.9%+22.1pp | 76.6%+18.4pp | 68.3%+26.7pp |
| Annual return | 11.93% | 25.00%-13.1pp | 24.27%-12.3pp | 40.90%-29.0pp |
| Employer contribution / active EE | $17,814 | $2,360+654.8% | $2,975+498.7% | $2,631+577.1% |
| Participant deferral / active EE | $2,506 | $4,242-40.9% | $5,107-50.9% | $4,212-40.5% |
| Admin fee / account holder | $29,824 | $8,989+231.8% | $12,068+147.1% | $7,344+306.1% |