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 | $282,797 | $80,673+250.5% | $101,326+179.1% | $84,808+233.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 13.80% | 38.95%-25.2pp | 36.82%-23.0pp | 40.90%-27.1pp |
| Employer contribution / active EE | $8,681 | $2,698+221.8% | $3,665+136.8% | $2,631+229.9% |
| Participant deferral / active EE | $12,128 | $6,840+77.3% | $7,994+51.7% | $4,212+188.0% |
| Admin fee / account holder | $16,646 | $12,784+30.2% | $11,185+48.8% | $7,344+126.7% |