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 | $256,444 | $109,881+133.4% | $150,045+70.9% | $84,808+202.4% |
| Participation rate | 98.6% | 76.1%+22.5pp | 82.3%+16.3pp | 68.3%+30.3pp |
| Annual return | 12.27% | 28.25%-16.0pp | 62.55%-50.3pp | 40.90%-28.6pp |
| Employer contribution / active EE | $2,288 | $3,561-35.8% | $4,693-51.2% | $2,631-13.0% |
| Participant deferral / active EE | $8,990 | $6,636+35.5% | $7,997+12.4% | $4,212+113.5% |
| Admin fee / account holder | $23,545 | $8,568+174.8% | $13,435+75.3% | $7,344+220.6% |