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 6-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 | $282,201 | $64,324+338.7% | $118,925+137.3% | $79,858+253.4% |
| Participation rate | 89.2% | 64.9%+24.3pp | 75.4%+13.8pp | 69.6%+19.6pp |
| Annual return | 6.03% | 86.45%-80.4pp | 35.88%-29.8pp | 31.71%-25.7pp |
| Employer contribution / active EE | $9,893 | $1,836+438.8% | $3,263+203.2% | $2,471+300.4% |
| Participant deferral / active EE | $6,842 | $2,824+142.3% | $4,265+60.4% | $3,740+82.9% |
| Admin fee / account holder | $7,795 | $4,040+92.9% | $6,581+18.5% | $5,306+46.9% |