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 | $327,334 | $111,754+192.9% | $103,333+216.8% | $145,922+124.3% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.5%-4.5pp | 80.3%-10.3pp |
| Annual return | 7.80% | 24.77%-17.0pp | 24.88%-17.1pp | 561.29%-553.5pp |
| Employer contribution / active EE | $4,008 | $4,212-4.8% | $3,868+3.6% | $4,660-14.0% |
| Participant deferral / active EE | $11,687 | $5,619+108.0% | $5,057+131.1% | $6,688+74.8% |
| Admin fee / account holder | $2,272 | $9,750-76.7% | $8,355-72.8% | $13,397-83.0% |