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 | $347,780 | $109,413+217.9% | $156,263+122.6% | $84,808+310.1% |
| Participation rate | 97.0% | 72.7%+24.3pp | 78.9%+18.1pp | 68.3%+28.7pp |
| Annual return | 11.58% | 20.18%-8.6pp | 59.47%-47.9pp | 40.90%-29.3pp |
| Employer contribution / active EE | $28,643 | $2,907+885.4% | $4,333+561.0% | $2,631+988.7% |
| Participant deferral / active EE | $16,912 | $4,590+268.5% | $6,158+174.6% | $4,212+301.6% |
| Admin fee / account holder | $23,466 | $9,357+150.8% | $14,255+64.6% | $7,344+219.5% |