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 | $262,749 | $89,753+192.7% | $107,525+144.4% | $84,808+209.8% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 11.33% | 29.48%-18.1pp | 181.32%-170.0pp | 40.90%-29.6pp |
| Employer contribution / active EE | $6,254 | $3,113+100.9% | $3,754+66.6% | $2,631+137.7% |
| Participant deferral / active EE | $6,580 | $4,056+62.2% | $5,116+28.6% | $4,212+56.2% |
| Admin fee / account holder | $7,472 | $7,222+3.5% | $8,919-16.2% | $7,344+1.7% |