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 | $396,552 | $83,477+375.0% | $125,175+216.8% | $72,985+443.3% |
| Participation rate | 92.1% | 73.3%+18.8pp | 79.8%+12.3pp | 69.5%+22.6pp |
| Annual return | -3.52% | 25.78%-29.3pp | 43.79%-47.3pp | 81.00%-84.5pp |
| Employer contribution / active EE | $4,018 | $2,345+71.3% | $3,865+3.9% | $2,440+64.7% |
| Participant deferral / active EE | $9,292 | $3,585+159.2% | $4,937+88.2% | $3,607+157.6% |
| Admin fee / account holder | $924 | $5,517-83.3% | $9,702-90.5% | $5,124-82.0% |