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 | $448,375 | $95,803+368.0% | $113,168+296.2% | $84,808+428.7% |
| Participation rate | 83.3% | 72.9%+10.5pp | 76.6%+6.8pp | 68.3%+15.0pp |
| Annual return | 11.80% | 25.00%-13.2pp | 24.27%-12.5pp | 40.90%-29.1pp |
| Employer contribution / active EE | $6,668 | $2,360+182.6% | $2,975+124.1% | $2,631+153.4% |
| Participant deferral / active EE | $10,659 | $4,242+151.3% | $5,107+108.7% | $4,212+153.1% |
| Admin fee / account holder | $93,433 | $8,989+939.4% | $12,068+674.2% | $7,344+1172.3% |