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 | $331,940 | $81,460+307.5% | $103,333+221.2% | $80,856+310.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 10.41% | 25.55%-15.1pp | 24.88%-14.5pp | 35.59%-25.2pp |
| Employer contribution / active EE | $11,538 | $3,105+271.6% | $3,868+198.3% | $2,755+318.8% |
| Participant deferral / active EE | $7,011 | $3,869+81.2% | $5,057+38.6% | $4,296+63.2% |
| Admin fee / account holder | $6,612 | $6,566+0.7% | $8,355-20.9% | $6,918-4.4% |