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 | $268,678 | $125,758+113.6% | $169,993+58.1% | $75,163+257.5% |
| Participation rate | 96.6% | 83.6%+13.0pp | 87.0%+9.6pp | 67.2%+29.4pp |
| Annual return | 13.32% | 27.20%-13.9pp | 53.37%-40.1pp | 160.62%-147.3pp |
| Employer contribution / active EE | $9,723 | $4,615+110.7% | $6,785+43.3% | $2,670+264.2% |
| Participant deferral / active EE | $13,862 | $6,837+102.7% | $10,408+33.2% | $4,125+236.0% |
| Admin fee / account holder | $13,900 | $8,173+70.1% | $12,815+8.5% | $5,651+146.0% |