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 | $359,849 | $117,841+205.4% | $102,423+251.3% | $145,922+146.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 7.35% | 31.65%-24.3pp | 29.32%-22.0pp | 561.29%-553.9pp |
| Employer contribution / active EE | $2,796 | $3,615-22.6% | $3,023-7.5% | $4,660-40.0% |
| Participant deferral / active EE | $4,660 | $5,731-18.7% | $5,053-7.8% | $6,688-30.3% |
| Admin fee / account holder | $14,558 | $13,326+9.2% | $9,451+54.0% | $13,397+8.7% |