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 | $256,940 | $93,571+174.6% | $135,903+89.1% | $75,163+241.8% |
| Participation rate | 91.8% | 75.2%+16.7pp | 81.9%+9.9pp | 67.2%+24.6pp |
| Annual return | 11.82% | 30.90%-19.1pp | 68.23%-56.4pp | 160.62%-148.8pp |
| Employer contribution / active EE | $8,060 | $3,537+127.9% | $4,856+66.0% | $2,670+201.9% |
| Participant deferral / active EE | $7,186 | $6,404+12.2% | $7,758-7.4% | $4,125+74.2% |
| Admin fee / account holder | $38,189 | $6,975+447.5% | $10,762+254.8% | $5,651+575.8% |