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 | $335,097 | $95,416+251.2% | $185,823+80.3% | $85,850+290.3% |
| Participation rate | 78.1% | 68.8%+9.4pp | 81.7%-3.6pp | 69.3%+8.8pp |
| Annual return | 8.94% | 23.59%-14.6pp | 122.05%-113.1pp | 318.53%-309.6pp |
| Employer contribution / active EE | $7,079 | $3,314+113.6% | $5,167+37.0% | $2,565+176.0% |
| Participant deferral / active EE | $7,057 | $3,423+106.1% | $5,568+26.7% | $3,952+78.6% |
| Admin fee / account holder | $2,974 | $7,213-58.8% | $16,237-81.7% | $6,260-52.5% |