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 | $251,400 | $74,927+235.5% | $101,794+147.0% | $84,808+196.4% |
| Participation rate | 88.5% | 61.4%+27.1pp | 69.2%+19.3pp | 68.3%+20.2pp |
| Annual return | 11.08% | 18.70%-7.6pp | 30.53%-19.4pp | 40.90%-29.8pp |
| Employer contribution / active EE | $4,058 | $1,522+166.6% | $2,289+77.3% | $2,631+54.2% |
| Participant deferral / active EE | $8,887 | $3,099+186.8% | $4,084+117.6% | $4,212+111.0% |
| Admin fee / account holder | $1,775 | $6,514-72.8% | $8,777-79.8% | $7,344-75.8% |