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 | $270,000 | $73,933+265.2% | $96,683+179.3% | $75,163+259.2% |
| Participation rate | 82.4% | 66.4%+15.9pp | 74.3%+8.0pp | 67.2%+15.2pp |
| Annual return | 10.80% | 26.70%-15.9pp | 35.69%-24.9pp | 160.62%-149.8pp |
| Employer contribution / active EE | $6,725 | $2,928+129.7% | $3,737+80.0% | $2,670+151.9% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,878-100.0% | $4,125-100.0% |
| Admin fee / account holder | $3,214 | $5,216-38.4% | $6,730-52.2% | $5,651-43.1% |