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 | $298,862 | $89,355+234.5% | $141,162+111.7% | $72,985+309.5% |
| Participation rate | 92.9% | 75.1%+17.7pp | 82.5%+10.4pp | 69.5%+23.4pp |
| Annual return | 17.28% | 111.85%-94.6pp | 71.39%-54.1pp | 81.00%-63.7pp |
| Employer contribution / active EE | $11,533 | $3,114+270.3% | $4,735+143.6% | $2,440+372.7% |
| Participant deferral / active EE | $9,869 | $5,418+82.1% | $6,709+47.1% | $3,607+173.6% |
| Admin fee / account holder | $343 | $5,958-94.2% | $10,261-96.7% | $5,124-93.3% |