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 9-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 | $281,893 | $85,202+230.9% | $172,739+63.2% | $72,985+286.2% |
| Participation rate | 81.0% | 70.1%+10.9pp | 82.6%-1.7pp | 69.5%+11.5pp |
| Annual return | 4.57% | 27.32%-22.7pp | 802.84%-798.3pp | 81.00%-76.4pp |
| Employer contribution / active EE | $5,312 | $3,324+59.8% | $5,143+3.3% | $2,440+117.7% |
| Participant deferral / active EE | $5,499 | $3,260+68.7% | $5,198+5.8% | $3,607+52.4% |
| Admin fee / account holder | $1,399 | $5,884-76.2% | $13,954-90.0% | $5,124-72.7% |