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 | $288,307 | $127,777+125.6% | $106,548+170.6% | $167,490+72.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 6.24% | 33.87%-27.6pp | 26.80%-20.6pp | 478.56%-472.3pp |
| Employer contribution / active EE | $3,502 | $3,427+2.2% | $2,819+24.2% | $4,837-27.6% |
| Participant deferral / active EE | $7,288 | $5,087+43.3% | $4,398+65.7% | $6,341+14.9% |
| Admin fee / account holder | $11,170 | $11,228-0.5% | $7,407+50.8% | $12,309-9.3% |