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 | $320,224 | $77,503+313.2% | $100,391+219.0% | $80,856+296.0% |
| Participation rate | 93.1% | 76.9%+16.2pp | 81.5%+11.6pp | 67.6%+25.5pp |
| Annual return | 11.76% | 37.20%-25.4pp | 49.20%-37.4pp | 35.59%-23.8pp |
| Employer contribution / active EE | $4,148 | $2,801+48.1% | $3,942+5.2% | $2,755+50.6% |
| Participant deferral / active EE | $12,032 | $6,820+76.4% | $8,082+48.9% | $4,296+180.1% |
| Admin fee / account holder | $40,074 | $5,897+579.6% | $7,899+407.3% | $6,918+479.3% |