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 | $444,953 | $80,717+451.2% | $154,803+187.4% | $84,808+424.7% |
| Participation rate | 91.9% | 66.8%+25.1pp | 78.1%+13.9pp | 68.3%+23.6pp |
| Annual return | 1.11% | 37.96%-36.9pp | 58.88%-57.8pp | 40.90%-39.8pp |
| Employer contribution / active EE | $37,047 | $2,761+1241.6% | $4,305+760.5% | $2,631+1308.1% |
| Participant deferral / active EE | $25,114 | $3,303+660.3% | $5,540+353.3% | $4,212+496.3% |
| Admin fee / account holder | $184,350 | $6,746+2632.9% | $14,329+1186.5% | $7,344+2410.3% |