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 | $490,420 | $79,449+517.3% | $189,557+158.7% | $85,850+471.3% |
| Participation rate | 97.1% | 66.0%+31.1pp | 78.4%+18.6pp | 69.3%+27.7pp |
| Annual return | 11.47% | 18.45%-7.0pp | 64.17%-52.7pp | 318.53%-307.1pp |
| Employer contribution / active EE | $5,964 | $2,081+186.6% | $4,412+35.2% | $2,565+132.5% |
| Participant deferral / active EE | $10,742 | $4,051+165.1% | $6,174+74.0% | $3,952+171.8% |
| Admin fee / account holder | $45,065 | $5,377+738.1% | $9,807+359.5% | $6,260+619.9% |