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 | $376,476 | $89,753+319.5% | $107,525+250.1% | $84,808+343.9% |
| Participation rate | 92.7% | 68.1%+24.6pp | 75.1%+17.6pp | 68.3%+24.4pp |
| Annual return | 12.79% | 29.48%-16.7pp | 181.32%-168.5pp | 40.90%-28.1pp |
| Employer contribution / active EE | $11,264 | $3,113+261.8% | $3,754+200.1% | $2,631+328.1% |
| Participant deferral / active EE | $3,176 | $4,056-21.7% | $5,116-37.9% | $4,212-24.6% |
| Admin fee / account holder | $7,143 | $7,222-1.1% | $8,919-19.9% | $7,344-2.7% |