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 | $327,954 | $101,724+222.4% | $164,813+99.0% | $80,856+305.6% |
| Participation rate | 82.8% | 71.8%+10.9pp | 78.6%+4.2pp | 67.6%+15.1pp |
| Annual return | 5.35% | 16.72%-11.4pp | 69.93%-64.6pp | 35.59%-30.2pp |
| Employer contribution / active EE | $2,714 | $2,953-8.1% | $4,341-37.5% | $2,755-1.5% |
| Participant deferral / active EE | $10,520 | $4,477+135.0% | $6,031+74.4% | $4,296+144.9% |
| Admin fee / account holder | $4,440 | $8,227-46.0% | $12,690-65.0% | $6,918-35.8% |