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 | $282,318 | $60,892+363.6% | $82,389+242.7% | $84,808+232.9% |
| Participation rate | 97.2% | 63.3%+34.0pp | 69.5%+27.7pp | 68.3%+28.9pp |
| Annual return | 12.69% | 37.29%-24.6pp | 28.67%-16.0pp | 40.90%-28.2pp |
| Employer contribution / active EE | $3,492 | $1,779+96.2% | $2,517+38.7% | $2,631+32.7% |
| Participant deferral / active EE | $7,332 | $3,179+130.7% | $4,155+76.5% | $4,212+74.1% |
| Admin fee / account holder | $14,879 | $5,467+172.1% | $7,231+105.8% | $7,344+102.6% |