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 | $293,241 | $124,319+135.9% | $111,297+163.5% | $167,490+75.1% |
| Participation rate | 92.9% | 79.6%+13.2pp | 77.3%+15.5pp | 82.1%+10.8pp |
| Annual return | 6.32% | 37.44%-31.1pp | 54.65%-48.3pp | 478.56%-472.2pp |
| Employer contribution / active EE | $3,749 | $3,435+9.1% | $2,731+37.3% | $4,837-22.5% |
| Participant deferral / active EE | $8,813 | $5,180+70.1% | $4,487+96.4% | $6,341+39.0% |
| Admin fee / account holder | $16,913 | $10,618+59.3% | $7,964+112.4% | $12,309+37.4% |