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 | $456,116 | $177,572+156.9% | $154,803+194.6% | $142,382+220.3% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 9.43% | 65.07%-55.6pp | 58.88%-49.5pp | 217.08%-207.6pp |
| Employer contribution / active EE | $8,843 | $4,810+83.8% | $4,305+105.4% | $4,299+105.7% |
| Participant deferral / active EE | $5,200 | $6,272-17.1% | $5,540-6.2% | $6,507-20.1% |
| Admin fee / account holder | $8,647 | $16,786-48.5% | $14,329-39.7% | $12,624-31.5% |