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 | $266,539 | $86,929+206.6% | $102,423+160.2% | $80,856+229.6% |
| Participation rate | 92.0% | 72.4%+19.6pp | 76.5%+15.5pp | 67.6%+24.4pp |
| Annual return | 10.12% | 18.88%-8.8pp | 29.32%-19.2pp | 35.59%-25.5pp |
| Employer contribution / active EE | $3,256 | $2,369+37.4% | $3,023+7.7% | $2,755+18.2% |
| Participant deferral / active EE | $7,655 | $4,118+85.9% | $5,053+51.5% | $4,296+78.2% |
| Admin fee / account holder | $11,135 | $8,049+38.3% | $9,451+17.8% | $6,918+61.0% |