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 | $397,122 | $118,427+235.3% | $66,042+501.3% | $142,382+178.9% |
| Participation rate | 75.0% | 68.1%+6.9pp | 67.5%+7.5pp | 80.1%-5.1pp |
| Annual return | 6.72% | 35.57%-28.8pp | 52.11%-45.4pp | 217.08%-210.4pp |
| Employer contribution / active EE | $1,890 | $2,570-26.4% | $1,579+19.7% | $4,299-56.0% |
| Participant deferral / active EE | $2,698 | $4,311-37.4% | $2,835-4.8% | $6,507-58.5% |
| Admin fee / account holder | $19,058 | $9,593+98.7% | $5,747+231.6% | $12,624+51.0% |