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 | $342,625 | $80,673+324.7% | $101,326+238.1% | $84,808+304.0% |
| Participation rate | 86.9% | 77.8%+9.1pp | 81.5%+5.4pp | 68.3%+18.6pp |
| Annual return | 14.19% | 38.95%-24.8pp | 36.82%-22.6pp | 40.90%-26.7pp |
| Employer contribution / active EE | $4,450 | $2,698+65.0% | $3,665+21.4% | $2,631+69.1% |
| Participant deferral / active EE | $10,503 | $6,840+53.6% | $7,994+31.4% | $4,212+149.4% |
| Admin fee / account holder | $25,528 | $12,784+99.7% | $11,185+128.2% | $7,344+247.6% |