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 | $342,913 | $93,571+266.5% | $135,903+152.3% | $75,163+356.2% |
| Participation rate | 76.7% | 75.2%+1.5pp | 81.9%-5.2pp | 67.2%+9.5pp |
| Annual return | 13.05% | 30.90%-17.8pp | 68.23%-55.2pp | 160.62%-147.6pp |
| Employer contribution / active EE | $7,589 | $3,537+114.6% | $4,856+56.3% | $2,670+184.3% |
| Participant deferral / active EE | $8,468 | $6,404+32.2% | $7,758+9.1% | $4,125+105.3% |
| Admin fee / account holder | $1,848 | $6,975-73.5% | $10,762-82.8% | $5,651-67.3% |