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 | $270,209 | $83,477+223.7% | $125,175+115.9% | $72,985+270.2% |
| Participation rate | 90.9% | 73.3%+17.6pp | 79.8%+11.1pp | 69.5%+21.4pp |
| Annual return | 11.95% | 25.78%-13.8pp | 43.79%-31.8pp | 81.00%-69.0pp |
| Employer contribution / active EE | $3,216 | $2,345+37.1% | $3,865-16.8% | $2,440+31.8% |
| Participant deferral / active EE | $5,163 | $3,585+44.0% | $4,937+4.6% | $3,607+43.1% |
| Admin fee / account holder | $3,387 | $5,517-38.6% | $9,702-65.1% | $5,124-33.9% |