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 | $299,912 | $106,515+181.6% | $96,683+210.2% | $139,434+115.1% |
| Participation rate | 78.6% | 77.8%+0.7pp | 74.3%+4.2pp | 80.3%-1.7pp |
| Annual return | 9.42% | 38.43%-29.0pp | 35.69%-26.3pp | 372.94%-363.5pp |
| Employer contribution / active EE | $9,156 | $4,103+123.2% | $3,737+145.0% | $4,751+92.7% |
| Participant deferral / active EE | $11,792 | $5,454+116.2% | $4,878+141.7% | $6,710+75.7% |
| Admin fee / account holder | $2,049 | $7,877-74.0% | $6,730-69.5% | $11,403-82.0% |