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 | $430,360 | $93,170+361.9% | $100,534+328.1% | $84,808+407.5% |
| Participation rate | 70.6% | 75.8%-5.3pp | 80.6%-10.0pp | 68.3%+2.3pp |
| Annual return | 13.45% | 47.13%-33.7pp | 32.66%-19.2pp | 40.90%-27.4pp |
| Employer contribution / active EE | $4,210 | $3,985+5.7% | $4,346-3.1% | $2,631+60.0% |
| Participant deferral / active EE | $6,458 | $5,699+13.3% | $6,144+5.1% | $4,212+53.3% |
| Admin fee / account holder | $11,048 | $7,382+49.7% | $7,654+44.3% | $7,344+50.4% |