Filed November 12, 2024
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $529,982 | $89,753+490.5% | $107,525+392.9% | $84,808+524.9% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 41.07% | 29.48%+11.6pp | 181.32%-140.2pp | 40.90%+0.2pp |
| Employer contribution / active EE | $4,796 | $3,113+54.0% | $3,754+27.8% | $2,631+82.3% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $2,186 | $7,222-69.7% | $8,919-75.5% | $7,344-70.2% |