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 | $742,482 | $148,978+398.4% | $200,582+270.2% | $84,808+775.5% |
| Participation rate | 93.3% | 84.2%+9.1pp | 86.9%+6.4pp | 68.3%+25.0pp |
| Annual return | 12.97% | 28.16%-15.2pp | 42.33%-29.4pp | 40.90%-27.9pp |
| Employer contribution / active EE | $20,647 | $4,815+328.8% | $6,419+221.7% | $2,631+684.8% |
| Participant deferral / active EE | $21,839 | $7,142+205.8% | $9,331+134.0% | $4,212+418.5% |
| Admin fee / account holder | $7,413 | $13,977-47.0% | $16,305-54.5% | $7,344+0.9% |