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 | $260,929 | $89,355+192.0% | $141,162+84.8% | $72,985+257.5% |
| Participation rate | 96.3% | 75.1%+21.2pp | 82.5%+13.8pp | 69.5%+26.8pp |
| Annual return | 18.64% | 111.85%-93.2pp | 71.39%-52.8pp | 81.00%-62.4pp |
| Employer contribution / active EE | $2,549 | $3,114-18.2% | $4,735-46.2% | $2,440+4.5% |
| Participant deferral / active EE | $6,924 | $5,418+27.8% | $6,709+3.2% | $3,607+91.9% |
| Admin fee / account holder | $21,085 | $5,958+253.9% | $10,261+105.5% | $5,124+311.5% |