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 | $275,928 | $109,881+151.1% | $150,045+83.9% | $84,808+225.4% |
| Participation rate | 87.4% | 76.1%+11.3pp | 82.3%+5.0pp | 68.3%+19.0pp |
| Annual return | 14.00% | 28.25%-14.3pp | 62.55%-48.6pp | 40.90%-26.9pp |
| Employer contribution / active EE | $5,234 | $3,561+47.0% | $4,693+11.5% | $2,631+98.9% |
| Participant deferral / active EE | $6,816 | $6,636+2.7% | $7,997-14.8% | $4,212+61.8% |
| Admin fee / account holder | $8,656 | $8,568+1.0% | $13,435-35.6% | $7,344+17.9% |