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 | $302,940 | $109,413+176.9% | $156,263+93.9% | $84,808+257.2% |
| Participation rate | 87.8% | 72.7%+15.1pp | 78.9%+8.9pp | 68.3%+19.5pp |
| Annual return | 12.30% | 20.18%-7.9pp | 59.47%-47.2pp | 40.90%-28.6pp |
| Employer contribution / active EE | $6,273 | $2,907+115.8% | $4,333+44.8% | $2,631+138.4% |
| Participant deferral / active EE | $4,530 | $4,590-1.3% | $6,158-26.4% | $4,212+7.6% |
| Admin fee / account holder | $71,299 | $9,357+662.0% | $14,255+400.2% | $7,344+870.9% |