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 | $452,570 | $114,381+295.7% | $107,525+320.9% | $142,382+217.9% |
| Participation rate | 91.7% | 78.1%+13.5pp | 75.1%+16.6pp | 80.1%+11.5pp |
| Annual return | 8.12% | 242.71%-234.6pp | 181.32%-173.2pp | 217.08%-209.0pp |
| Employer contribution / active EE | $16,746 | $4,015+317.1% | $3,754+346.1% | $4,299+289.5% |
| Participant deferral / active EE | $3,848 | $5,564-30.8% | $5,116-24.8% | $6,507-40.9% |
| Admin fee / account holder | $15,834 | $9,860+60.6% | $8,919+77.5% | $12,624+25.4% |