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 | $341,801 | $89,753+280.8% | $107,525+217.9% | $84,808+303.0% |
| Participation rate | 96.8% | 68.1%+28.7pp | 75.1%+21.7pp | 68.3%+28.5pp |
| Annual return | 7.71% | 29.48%-21.8pp | 181.32%-173.6pp | 40.90%-33.2pp |
| Employer contribution / active EE | $4,678 | $3,113+50.2% | $3,754+24.6% | $2,631+77.8% |
| Participant deferral / active EE | $8,668 | $4,056+113.7% | $5,116+69.4% | $4,212+105.8% |
| Admin fee / account holder | $202,830 | $7,222+2708.5% | $8,919+2174.2% | $7,344+2661.9% |