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 | $262,831 | $72,012+265.0% | $185,823+41.4% | $79,858+229.1% |
| Participation rate | 87.0% | 65.8%+21.2pp | 78.0%+8.9pp | 69.6%+17.3pp |
| Annual return | 11.52% | 23.12%-11.6pp | 35.95%-24.4pp | 31.71%-20.2pp |
| Employer contribution / active EE | $3,469 | $1,965+76.6% | $4,087-15.1% | $2,471+40.4% |
| Participant deferral / active EE | $9,661 | $3,779+155.7% | $5,632+71.5% | $3,740+158.3% |
| Admin fee / account holder | $15,532 | $4,513+244.2% | $9,500+63.5% | $5,306+192.7% |