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 | $335,862 | $93,571+258.9% | $135,903+147.1% | $75,163+346.8% |
| Participation rate | 88.0% | 75.2%+12.8pp | 81.9%+6.1pp | 67.2%+20.8pp |
| Annual return | 3.63% | 30.90%-27.3pp | 68.23%-64.6pp | 160.62%-157.0pp |
| Employer contribution / active EE | $3,675 | $3,537+3.9% | $4,856-24.3% | $2,670+37.6% |
| Participant deferral / active EE | $6,229 | $6,404-2.7% | $7,758-19.7% | $4,125+51.0% |
| Admin fee / account holder | $21,662 | $6,975+210.5% | $10,762+101.3% | $5,651+283.3% |