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 | $375,106 | $102,317+266.6% | $146,958+155.2% | $80,856+363.9% |
| Participation rate | 95.5% | 75.8%+19.6pp | 82.2%+13.3pp | 67.6%+27.8pp |
| Annual return | 11.74% | 134.76%-123.0pp | 418.34%-406.6pp | 35.59%-23.9pp |
| Employer contribution / active EE | $13,072 | $3,713+252.1% | $4,933+165.0% | $2,755+374.5% |
| Participant deferral / active EE | $15,530 | $6,644+133.8% | $8,070+92.4% | $4,296+261.5% |
| Admin fee / account holder | $10,125 | $7,941+27.5% | $12,998-22.1% | $6,918+46.4% |