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 | $271,002 | $53,516+406.4% | $126,539+114.2% | $84,808+219.5% |
| Participation rate | 73.0% | 58.2%+14.7pp | 69.8%+3.2pp | 68.3%+4.7pp |
| Annual return | 13.20% | 58.34%-45.1pp | 425.95%-412.7pp | 40.90%-27.7pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,030 | $2,671-61.4% | $4,083-74.8% | $4,212-75.6% |
| Admin fee / account holder | $1,139 | $4,497-74.7% | $6,065-81.2% | $7,344-84.5% |