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 | $274,325 | $80,717+239.9% | $154,803+77.2% | $84,808+223.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 8.95% | 37.96%-29.0pp | 58.88%-49.9pp | 40.90%-31.9pp |
| Employer contribution / active EE | $9,661 | $2,761+249.9% | $4,305+124.4% | $2,631+267.2% |
| Participant deferral / active EE | $2,366 | $3,303-28.4% | $5,540-57.3% | $4,212-43.8% |
| Admin fee / account holder | $14,923 | $6,746+121.2% | $14,329+4.1% | $7,344+103.2% |