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 | $264,799 | $124,319+113.0% | $111,297+137.9% | $167,490+58.1% |
| Participation rate | 83.3% | 79.6%+3.7pp | 77.3%+6.0pp | 82.1%+1.2pp |
| Annual return | 3.25% | 37.44%-34.2pp | 54.65%-51.4pp | 478.56%-475.3pp |
| Employer contribution / active EE | $2,294 | $3,435-33.2% | $2,731-16.0% | $4,837-52.6% |
| Participant deferral / active EE | $7,906 | $5,180+52.6% | $4,487+76.2% | $6,341+24.7% |
| Admin fee / account holder | $820 | $10,618-92.3% | $7,964-89.7% | $12,309-93.3% |