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 | $675,847 | $80,717+737.3% | $154,803+336.6% | $84,808+696.9% |
| Participation rate | 71.4% | 66.8%+4.6pp | 78.1%-6.6pp | 68.3%+3.1pp |
| Annual return | 11.33% | 37.96%-26.6pp | 58.88%-47.6pp | 40.90%-29.6pp |
| Employer contribution / active EE | $1,669 | $2,761-39.6% | $4,305-61.2% | $2,631-36.6% |
| Participant deferral / active EE | $4,819 | $3,303+45.9% | $5,540-13.0% | $4,212+14.4% |
| Admin fee / account holder | $32,355 | $6,746+379.6% | $14,329+125.8% | $7,344+340.6% |