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 | $364,643 | $89,753+306.3% | $107,525+239.1% | $84,808+330.0% |
| Participation rate | 87.5% | 68.1%+19.4pp | 75.1%+12.4pp | 68.3%+19.2pp |
| Annual return | 4.79% | 29.48%-24.7pp | 181.32%-176.5pp | 40.90%-36.1pp |
| Employer contribution / active EE | $8,705 | $3,113+179.6% | $3,754+131.9% | $2,631+230.9% |
| Participant deferral / active EE | $8,167 | $4,056+101.4% | $5,116+59.7% | $4,212+93.9% |
| Admin fee / account holder | $7,605 | $7,222+5.3% | $8,919-14.7% | $7,344+3.6% |