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 | $395,126 | $86,891+354.7% | $142,449+177.4% | $75,163+425.7% |
| Participation rate | 96.3% | 68.5%+27.8pp | 76.8%+19.5pp | 67.2%+29.1pp |
| Annual return | 12.20% | 23.31%-11.1pp | 19.99%-7.8pp | 160.62%-148.4pp |
| Employer contribution / active EE | $4,244 | $3,355+26.5% | $4,847-12.4% | $2,670+59.0% |
| Participant deferral / active EE | $9,946 | $4,938+101.4% | $6,283+58.3% | $4,125+141.1% |
| Admin fee / account holder | $75,038 | $7,299+928.1% | $10,011+649.6% | $5,651+1227.9% |