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 | $401,263 | $114,381+250.8% | $107,525+273.2% | $142,382+181.8% |
| Participation rate | 92.9% | 78.1%+14.7pp | 75.1%+17.8pp | 80.1%+12.7pp |
| Annual return | 2.32% | 242.71%-240.4pp | 181.32%-179.0pp | 217.08%-214.8pp |
| Employer contribution / active EE | $4,397 | $4,015+9.5% | $3,754+17.1% | $4,299+2.3% |
| Participant deferral / active EE | $15,630 | $5,564+180.9% | $5,116+205.5% | $6,507+140.2% |
| Admin fee / account holder | $7,140 | $9,860-27.6% | $8,919-19.9% | $12,624-43.4% |