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 | $350,294 | $80,717+334.0% | $154,803+126.3% | $84,808+313.0% |
| Participation rate | 90.0% | 66.8%+23.2pp | 78.1%+11.9pp | 68.3%+21.7pp |
| Annual return | 12.45% | 37.96%-25.5pp | 58.88%-46.4pp | 40.90%-28.4pp |
| Employer contribution / active EE | $4,944 | $2,761+79.0% | $4,305+14.8% | $2,631+87.9% |
| Participant deferral / active EE | $7,364 | $3,303+122.9% | $5,540+32.9% | $4,212+74.8% |
| Admin fee / account holder | $23,025 | $6,746+241.3% | $14,329+60.7% | $7,344+213.5% |