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 | $251,158 | $124,281+102.1% | $109,143+130.1% | $167,490+50.0% |
| Participation rate | 94.1% | 79.4%+14.7pp | 75.9%+18.2pp | 82.1%+12.0pp |
| Annual return | 9.26% | 26.04%-16.8pp | 25.75%-16.5pp | 478.56%-469.3pp |
| Employer contribution / active EE | $3,515 | $4,207-16.4% | $3,722-5.6% | $4,837-27.3% |
| Participant deferral / active EE | $4,310 | $5,255-18.0% | $4,653-7.4% | $6,341-32.0% |
| Admin fee / account holder | $894 | $7,970-88.8% | $6,752-86.8% | $12,309-92.7% |