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 | $425,563 | $109,881+287.3% | $150,045+183.6% | $84,808+401.8% |
| Participation rate | 91.3% | 76.1%+15.2pp | 82.3%+8.9pp | 68.3%+22.9pp |
| Annual return | 13.26% | 28.25%-15.0pp | 62.55%-49.3pp | 40.90%-27.6pp |
| Employer contribution / active EE | $3,012 | $3,561-15.4% | $4,693-35.8% | $2,631+14.5% |
| Participant deferral / active EE | $14,262 | $6,636+114.9% | $7,997+78.3% | $4,212+238.6% |
| Admin fee / account holder | $20,033 | $8,568+133.8% | $13,435+49.1% | $7,344+172.8% |