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 | $299,104 | $79,944+274.1% | $98,439+203.8% | $75,163+297.9% |
| Participation rate | 96.8% | 70.4%+26.4pp | 75.2%+21.6pp | 67.2%+29.6pp |
| Annual return | 12.59% | 19.75%-7.2pp | 21.16%-8.6pp | 160.62%-148.0pp |
| Employer contribution / active EE | $3,226 | $2,264+42.5% | $3,048+5.8% | $2,670+20.8% |
| Participant deferral / active EE | $6,627 | $3,752+76.6% | $4,738+39.9% | $4,125+60.6% |
| Admin fee / account holder | $4,210 | $6,840-38.4% | $8,948-52.9% | $5,651-25.5% |