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 | $290,593 | $109,413+165.6% | $156,263+86.0% | $84,808+242.7% |
| Participation rate | 97.8% | 72.7%+25.1pp | 78.9%+18.9pp | 68.3%+29.5pp |
| Annual return | 12.02% | 20.18%-8.2pp | 59.47%-47.4pp | 40.90%-28.9pp |
| Employer contribution / active EE | $5,735 | $2,907+97.3% | $4,333+32.4% | $2,631+118.0% |
| Participant deferral / active EE | $12,181 | $4,590+165.4% | $6,158+97.8% | $4,212+189.2% |
| Admin fee / account holder | $76,425 | $9,357+716.8% | $14,255+436.1% | $7,344+940.7% |