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 | $364,857 | $109,881+232.0% | $150,045+143.2% | $84,808+330.2% |
| Participation rate | 86.4% | 76.1%+10.3pp | 82.3%+4.1pp | 68.3%+18.1pp |
| Annual return | 14.01% | 28.25%-14.2pp | 62.55%-48.5pp | 40.90%-26.9pp |
| Employer contribution / active EE | $8,443 | $3,561+137.1% | $4,693+79.9% | $2,631+220.9% |
| Participant deferral / active EE | $8,977 | $6,636+35.3% | $7,997+12.3% | $4,212+113.2% |
| Admin fee / account holder | $5,704 | $8,568-33.4% | $13,435-57.5% | $7,344-22.3% |