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 | $660,498 | $89,355+639.2% | $141,162+367.9% | $72,985+805.0% |
| Participation rate | 95.1% | 75.1%+20.0pp | 82.5%+12.7pp | 69.5%+25.6pp |
| Annual return | 18.47% | 111.85%-93.4pp | 71.39%-52.9pp | 81.00%-62.5pp |
| Employer contribution / active EE | $14,361 | $3,114+361.1% | $4,735+203.3% | $2,440+488.6% |
| Participant deferral / active EE | $13,034 | $5,418+140.6% | $6,709+94.3% | $3,607+261.3% |
| Admin fee / account holder | $11,641 | $5,958+95.4% | $10,261+13.5% | $5,124+127.2% |