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 | $380,957 | $91,552+316.1% | $133,956+184.4% | $79,858+377.0% |
| Participation rate | 96.8% | 73.3%+23.4pp | 79.8%+16.9pp | 69.6%+27.1pp |
| Annual return | 8.69% | 61.85%-53.2pp | 45.09%-36.4pp | 31.71%-23.0pp |
| Employer contribution / active EE | $3,745 | $2,384+57.1% | $3,919-4.4% | $2,471+51.6% |
| Participant deferral / active EE | $7,544 | $3,733+102.1% | $5,048+49.4% | $3,740+101.7% |
| Admin fee / account holder | $4,316 | $6,321-31.7% | $8,927-51.7% | $5,306-18.7% |