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 | $259,798 | $102,317+153.9% | $146,958+76.8% | $80,856+221.3% |
| Participation rate | 94.9% | 75.8%+19.0pp | 82.2%+12.7pp | 67.6%+27.2pp |
| Annual return | 10.39% | 134.76%-124.4pp | 418.34%-407.9pp | 35.59%-25.2pp |
| Employer contribution / active EE | $10,303 | $3,713+177.5% | $4,933+108.9% | $2,755+274.0% |
| Participant deferral / active EE | $8,049 | $6,644+21.2% | $8,070-0.3% | $4,296+87.4% |
| Admin fee / account holder | $3,188 | $7,941-59.9% | $12,998-75.5% | $6,918-53.9% |