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 | $273,634 | $60,022+355.9% | $88,946+207.6% | $84,808+222.7% |
| Participation rate | 74.3% | 57.8%+16.4pp | 68.8%+5.4pp | 68.3%+6.0pp |
| Annual return | 11.26% | 22.43%-11.2pp | 57.82%-46.6pp | 40.90%-29.6pp |
| Employer contribution / active EE | $2,474 | $1,703+45.3% | $2,555-3.2% | $2,631-6.0% |
| Participant deferral / active EE | $6,766 | $3,114+117.3% | $4,581+47.7% | $4,212+60.7% |
| Admin fee / account holder | $37,944 | $4,811+688.7% | $8,261+359.3% | $7,344+416.7% |