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 | $340,592 | $127,065+168.0% | $113,168+201.0% | $142,382+139.2% |
| Participation rate | 86.7% | 79.2%+7.5pp | 76.6%+10.1pp | 80.1%+6.5pp |
| Annual return | 8.54% | 24.03%-15.5pp | 24.27%-15.7pp | 217.08%-208.5pp |
| Employer contribution / active EE | $2,889 | $3,442-16.1% | $2,975-2.9% | $4,299-32.8% |
| Participant deferral / active EE | $4,838 | $5,716-15.4% | $5,107-5.3% | $6,507-25.7% |
| Admin fee / account holder | $849 | $15,736-94.6% | $12,068-93.0% | $12,624-93.3% |