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 | $401,203 | $93,571+328.8% | $135,903+195.2% | $75,163+433.8% |
| Participation rate | 96.2% | 75.2%+21.0pp | 81.9%+14.2pp | 67.2%+29.0pp |
| Annual return | 14.66% | 30.90%-16.2pp | 68.23%-53.6pp | 160.62%-146.0pp |
| Employer contribution / active EE | $16,027 | $3,537+353.2% | $4,856+230.0% | $2,670+500.3% |
| Participant deferral / active EE | $21,043 | $6,404+228.6% | $7,758+171.3% | $4,125+410.1% |
| Admin fee / account holder | $10,314 | $6,975+47.9% | $10,762-4.2% | $5,651+82.5% |