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 | $263,348 | $148,978+76.8% | $200,582+31.3% | $84,808+210.5% |
| Participation rate | 97.1% | 84.2%+12.9pp | 86.9%+10.3pp | 68.3%+28.8pp |
| Annual return | 7.13% | 28.16%-21.0pp | 42.33%-35.2pp | 40.90%-33.8pp |
| Employer contribution / active EE | $8,571 | $4,815+78.0% | $6,419+33.5% | $2,631+225.8% |
| Participant deferral / active EE | $7,143 | $7,1420% | $9,331-23.4% | $4,212+69.6% |
| Admin fee / account holder | $6,097 | $13,977-56.4% | $16,305-62.6% | $7,344-17.0% |