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 | $412,222 | $109,881+275.2% | $150,045+174.7% | $84,808+386.1% |
| Participation rate | 77.5% | 76.1%+1.4pp | 82.3%-4.9pp | 68.3%+9.2pp |
| Annual return | 12.62% | 28.25%-15.6pp | 62.55%-49.9pp | 40.90%-28.3pp |
| Employer contribution / active EE | $10,014 | $3,561+181.2% | $4,693+113.4% | $2,631+280.6% |
| Participant deferral / active EE | $9,345 | $6,636+40.8% | $7,997+16.9% | $4,212+121.9% |
| Admin fee / account holder | $42,699 | $8,568+398.4% | $13,435+217.8% | $7,344+481.4% |