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 | $270,071 | $88,042+206.8% | $138,135+95.5% | $79,858+238.2% |
| Participation rate | 92.7% | 71.4%+21.3pp | 78.7%+14.0pp | 69.6%+23.1pp |
| Annual return | 6.77% | 20.58%-13.8pp | 20.51%-13.7pp | 31.71%-24.9pp |
| Employer contribution / active EE | $4,862 | $3,103+56.7% | $5,587-13.0% | $2,471+96.8% |
| Participant deferral / active EE | $11,522 | $4,704+144.9% | $6,431+79.2% | $3,740+208.1% |
| Admin fee / account holder | $40,186 | $7,791+415.8% | $11,856+239.0% | $5,306+657.3% |