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 | $292,139 | $117,841+147.9% | $102,423+185.2% | $145,922+100.2% |
| Participation rate | 91.7% | 78.6%+13.1pp | 76.5%+15.2pp | 80.3%+11.4pp |
| Annual return | 7.45% | 31.65%-24.2pp | 29.32%-21.9pp | 561.29%-553.8pp |
| Employer contribution / active EE | $21,538 | $3,615+495.8% | $3,023+612.4% | $4,660+362.2% |
| Participant deferral / active EE | $3,392 | $5,731-40.8% | $5,053-32.9% | $6,688-49.3% |
| Admin fee / account holder | $49,663 | $13,326+272.7% | $9,451+425.5% | $13,397+270.7% |