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 | $469,642 | $181,894+158.2% | $156,549+200.0% | $273,961+71.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 2.87% | 30.74%-27.9pp | 32.23%-29.4pp | 41.45%-38.6pp |
| Employer contribution / active EE | $6,275 | $6,248+0.4% | $5,501+14.1% | $4,869+28.9% |
| Participant deferral / active EE | $11,430 | $5,550+105.9% | $4,871+134.7% | $5,287+116.2% |
| Admin fee / account holder | $19,933 | $15,559+28.1% | $13,027+53.0% | $10,132+96.7% |