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 | $300,628 | $106,584+182.1% | $101,326+196.7% | $142,382+111.1% |
| Participation rate | 80.0% | 82.7%-2.7pp | 81.5%-1.5pp | 80.1%-0.1pp |
| Annual return | 8.83% | 36.93%-28.1pp | 36.82%-28.0pp | 217.08%-208.3pp |
| Employer contribution / active EE | $44,755 | $3,956+1031.3% | $3,665+1121.0% | $4,299+941.0% |
| Participant deferral / active EE | $3,998 | $8,297-51.8% | $7,994-50.0% | $6,507-38.6% |
| Admin fee / account holder | $4,393 | $11,446-61.6% | $11,185-60.7% | $12,624-65.2% |