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 | $275,501 | $92,985+196.3% | $153,485+79.5% | $80,856+240.7% |
| Participation rate | 97.8% | 69.0%+28.9pp | 77.1%+20.7pp | 67.6%+30.2pp |
| Annual return | 10.63% | 19.95%-9.3pp | 15.65%-5.0pp | 35.59%-25.0pp |
| Employer contribution / active EE | $3,309 | $3,507-5.6% | $5,039-34.3% | $2,755+20.1% |
| Participant deferral / active EE | $6,437 | $5,178+24.3% | $6,757-4.7% | $4,296+49.8% |
| Admin fee / account holder | $60,218 | $8,880+578.1% | $12,724+373.2% | $6,918+770.5% |