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 | $370,538 | $109,881+237.2% | $150,045+147.0% | $84,808+336.9% |
| Participation rate | 88.9% | 76.1%+12.8pp | 82.3%+6.6pp | 68.3%+20.6pp |
| Annual return | 7.19% | 28.25%-21.1pp | 62.55%-55.4pp | 40.90%-33.7pp |
| Employer contribution / active EE | $17,955 | $3,561+404.2% | $4,693+282.6% | $2,631+582.5% |
| Participant deferral / active EE | $14,408 | $6,636+117.1% | $7,997+80.2% | $4,212+242.1% |
| Admin fee / account holder | $33,847 | $8,568+295.0% | $13,435+151.9% | $7,344+360.9% |