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 | $308,471 | $148,978+107.1% | $200,582+53.8% | $84,808+263.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 11.60% | 28.16%-16.6pp | 42.33%-30.7pp | 40.90%-29.3pp |
| Employer contribution / active EE | $13,775 | $4,815+186.1% | $6,419+114.6% | $2,631+423.6% |
| Participant deferral / active EE | $15,876 | $7,142+122.3% | $9,331+70.1% | $4,212+277.0% |
| Admin fee / account holder | $7,242 | $13,977-48.2% | $16,305-55.6% | $7,344-1.4% |