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 | $302,134 | $109,413+176.1% | $156,263+93.3% | $84,808+256.3% |
| Participation rate | 89.3% | 72.7%+16.6pp | 78.9%+10.4pp | 68.3%+21.0pp |
| Annual return | 11.72% | 20.18%-8.5pp | 59.47%-47.7pp | 40.90%-29.2pp |
| Employer contribution / active EE | $3,730 | $2,907+28.3% | $4,333-13.9% | $2,631+41.8% |
| Participant deferral / active EE | $9,562 | $4,590+108.3% | $6,158+55.3% | $4,212+127.0% |
| Admin fee / account holder | $37,754 | $9,357+303.5% | $14,255+164.9% | $7,344+414.1% |