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 | $274,679 | $109,881+150.0% | $150,045+83.1% | $84,808+223.9% |
| Participation rate | 88.5% | 76.1%+12.4pp | 82.3%+6.1pp | 68.3%+20.2pp |
| Annual return | 9.93% | 28.25%-18.3pp | 62.55%-52.6pp | 40.90%-31.0pp |
| Employer contribution / active EE | $889 | $3,561-75.1% | $4,693-81.1% | $2,631-66.2% |
| Participant deferral / active EE | $9,797 | $6,636+47.6% | $7,997+22.5% | $4,212+132.6% |
| Admin fee / account holder | $44,178 | $8,568+415.6% | $13,435+228.8% | $7,344+501.6% |