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 | $258,652 | $109,413+136.4% | $156,263+65.5% | $84,808+205.0% |
| Participation rate | 82.2% | 72.7%+9.5pp | 78.9%+3.3pp | 68.3%+13.9pp |
| Annual return | 3.95% | 20.18%-16.2pp | 59.47%-55.5pp | 40.90%-36.9pp |
| Employer contribution / active EE | $3,522 | $2,907+21.2% | $4,333-18.7% | $2,631+33.9% |
| Participant deferral / active EE | $8,284 | $4,590+80.5% | $6,158+34.5% | $4,212+96.7% |
| Admin fee / account holder | $2,793 | $9,357-70.1% | $14,255-80.4% | $7,344-62.0% |