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 | $257,822 | $102,317+152.0% | $146,958+75.4% | $80,856+218.9% |
| Participation rate | 96.9% | 75.8%+21.0pp | 82.2%+14.7pp | 67.6%+29.2pp |
| Annual return | 11.53% | 134.76%-123.2pp | 418.34%-406.8pp | 35.59%-24.1pp |
| Employer contribution / active EE | $2,993 | $3,713-19.4% | $4,933-39.3% | $2,755+8.7% |
| Participant deferral / active EE | $9,079 | $6,644+36.7% | $8,070+12.5% | $4,296+111.3% |
| Admin fee / account holder | $11,555 | $7,941+45.5% | $12,998-11.1% | $6,918+67.0% |