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 | $279,016 | $80,717+245.7% | $154,803+80.2% | $84,808+229.0% |
| Participation rate | 71.9% | 66.8%+5.1pp | 78.1%-6.2pp | 68.3%+3.6pp |
| Annual return | 12.52% | 37.96%-25.4pp | 58.88%-46.4pp | 40.90%-28.4pp |
| Employer contribution / active EE | $1,140 | $2,761-58.7% | $4,305-73.5% | $2,631-56.7% |
| Participant deferral / active EE | $3,018 | $3,303-8.6% | $5,540-45.5% | $4,212-28.3% |
| Admin fee / account holder | $585 | $6,746-91.3% | $14,329-95.9% | $7,344-92.0% |