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 | $294,072 | $109,881+167.6% | $150,045+96.0% | $84,808+246.8% |
| Participation rate | 84.2% | 76.1%+8.1pp | 82.3%+1.9pp | 68.3%+15.9pp |
| Annual return | 13.43% | 28.25%-14.8pp | 62.55%-49.1pp | 40.90%-27.5pp |
| Employer contribution / active EE | $12,560 | $3,561+252.7% | $4,693+167.6% | $2,631+377.4% |
| Participant deferral / active EE | $12,560 | $6,636+89.3% | $7,997+57.1% | $4,212+198.2% |
| Admin fee / account holder | $8,177 | $8,568-4.6% | $13,435-39.1% | $7,344+11.3% |