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 | $265,641 | $80,717+229.1% | $154,803+71.6% | $84,808+213.2% |
| Participation rate | 89.6% | 66.8%+22.8pp | 78.1%+11.5pp | 68.3%+21.3pp |
| Annual return | 12.72% | 37.96%-25.2pp | 58.88%-46.2pp | 40.90%-28.2pp |
| Employer contribution / active EE | $11,746 | $2,761+325.4% | $4,305+172.8% | $2,631+346.5% |
| Participant deferral / active EE | $0 | $3,303-100.0% | $5,540-100.0% | $4,212-100.0% |
| Admin fee / account holder | $15,293 | $6,746+126.7% | $14,329+6.7% | $7,344+108.2% |