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 | $282,763 | $82,882+241.2% | $127,761+121.3% | $72,985+287.4% |
| Participation rate | 87.7% | 71.5%+16.2pp | 79.0%+8.7pp | 69.5%+18.2pp |
| Annual return | 14.61% | 32.20%-17.6pp | 26.14%-11.5pp | 81.00%-66.4pp |
| Employer contribution / active EE | $10,542 | $3,346+215.0% | $4,574+130.5% | $2,440+332.1% |
| Participant deferral / active EE | $11,836 | $4,791+147.1% | $6,021+96.6% | $3,607+228.1% |
| Admin fee / account holder | $15,692 | $6,487+141.9% | $9,395+67.0% | $5,124+206.2% |