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 | $382,601 | $109,881+248.2% | $150,045+155.0% | $84,808+351.1% |
| Participation rate | 87.3% | 76.1%+11.2pp | 82.3%+5.0pp | 68.3%+19.0pp |
| Annual return | 11.18% | 28.25%-17.1pp | 62.55%-51.4pp | 40.90%-29.7pp |
| Employer contribution / active EE | $2,244 | $3,561-37.0% | $4,693-52.2% | $2,631-14.7% |
| Participant deferral / active EE | $12,380 | $6,636+86.6% | $7,997+54.8% | $4,212+193.9% |
| Admin fee / account holder | $76,515 | $8,568+793.0% | $13,435+469.5% | $7,344+941.9% |