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 | $535,657 | $109,881+387.5% | $150,045+257.0% | $84,808+531.6% |
| Participation rate | 92.0% | 76.1%+15.9pp | 82.3%+9.7pp | 68.3%+23.7pp |
| Annual return | 10.53% | 28.25%-17.7pp | 62.55%-52.0pp | 40.90%-30.4pp |
| Employer contribution / active EE | $14,032 | $3,561+294.0% | $4,693+199.0% | $2,631+433.3% |
| Participant deferral / active EE | $9,632 | $6,636+45.2% | $7,997+20.4% | $4,212+128.7% |
| Admin fee / account holder | $223,878 | $8,568+2512.9% | $13,435+1566.4% | $7,344+2948.5% |