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 | $254,714 | $109,413+132.8% | $156,263+63.0% | $84,808+200.3% |
| Participation rate | 76.1% | 72.7%+3.4pp | 78.9%-2.8pp | 68.3%+7.8pp |
| Annual return | 7.74% | 20.18%-12.4pp | 59.47%-51.7pp | 40.90%-33.2pp |
| Employer contribution / active EE | $16,252 | $2,907+459.1% | $4,333+275.1% | $2,631+517.7% |
| Participant deferral / active EE | $0 | $4,590-100.0% | $6,158-100.0% | $4,212-100.0% |
| Admin fee / account holder | $2,690 | $9,357-71.2% | $14,255-81.1% | $7,344-63.4% |