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 | $372,524 | $109,881+239.0% | $150,045+148.3% | $84,808+339.3% |
| Participation rate | 70.3% | 76.1%-5.8pp | 82.3%-12.0pp | 68.3%+2.0pp |
| Annual return | 13.68% | 28.25%-14.6pp | 62.55%-48.9pp | 40.90%-27.2pp |
| Employer contribution / active EE | $8,093 | $3,561+127.3% | $4,693+72.5% | $2,631+207.6% |
| Participant deferral / active EE | $8,349 | $6,636+25.8% | $7,997+4.4% | $4,212+98.2% |
| Admin fee / account holder | $35,948 | $8,568+319.6% | $13,435+167.6% | $7,344+389.5% |