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 | $318,179 | $109,881+189.6% | $150,045+112.1% | $84,808+275.2% |
| Participation rate | 96.4% | 76.1%+20.3pp | 82.3%+14.0pp | 68.3%+28.1pp |
| Annual return | 13.25% | 28.25%-15.0pp | 62.55%-49.3pp | 40.90%-27.6pp |
| Employer contribution / active EE | $3,892 | $3,561+9.3% | $4,693-17.1% | $2,631+47.9% |
| Participant deferral / active EE | $7,186 | $6,636+8.3% | $7,997-10.1% | $4,212+70.6% |
| Admin fee / account holder | $38,884 | $8,568+353.8% | $13,435+189.4% | $7,344+429.5% |