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 | $256,328 | $81,460+214.7% | $103,333+148.1% | $80,856+217.0% |
| Participation rate | 91.1% | 66.8%+24.3pp | 74.5%+16.6pp | 67.6%+23.5pp |
| Annual return | 7.84% | 25.55%-17.7pp | 24.88%-17.0pp | 35.59%-27.8pp |
| Employer contribution / active EE | $2,705 | $3,105-12.9% | $3,868-30.1% | $2,755-1.8% |
| Participant deferral / active EE | $9,950 | $3,869+157.2% | $5,057+96.7% | $4,296+131.6% |
| Admin fee / account holder | $2,759 | $6,566-58.0% | $8,355-67.0% | $6,918-60.1% |