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 8-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 | $274,637 | $148,978+84.3% | $200,582+36.9% | $84,808+223.8% |
| Participation rate | 88.1% | 84.2%+3.8pp | 86.9%+1.2pp | 68.3%+19.7pp |
| Annual return | 12.53% | 28.16%-15.6pp | 42.33%-29.8pp | 40.90%-28.4pp |
| Employer contribution / active EE | $2,742 | $4,815-43.0% | $6,419-57.3% | $2,631+4.2% |
| Participant deferral / active EE | $5,798 | $7,142-18.8% | $9,331-37.9% | $4,212+37.7% |
| Admin fee / account holder | $24,808 | $13,977+77.5% | $16,305+52.2% | $7,344+237.8% |