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 | $423,446 | $109,881+285.4% | $150,045+182.2% | $84,808+399.3% |
| Participation rate | 77.3% | 76.1%+1.2pp | 82.3%-5.0pp | 68.3%+9.0pp |
| Annual return | 12.66% | 28.25%-15.6pp | 62.55%-49.9pp | 40.90%-28.2pp |
| Employer contribution / active EE | $2,122 | $3,561-40.4% | $4,693-54.8% | $2,631-19.3% |
| Participant deferral / active EE | $13,787 | $6,636+107.8% | $7,997+72.4% | $4,212+227.4% |
| Admin fee / account holder | $5,473 | $8,568-36.1% | $13,435-59.3% | $7,344-25.5% |