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 | $403,652 | $92,985+334.1% | $153,485+163.0% | $80,856+399.2% |
| Participation rate | 96.4% | 69.0%+27.5pp | 77.1%+19.3pp | 67.6%+28.8pp |
| Annual return | 8.92% | 19.95%-11.0pp | 15.65%-6.7pp | 35.59%-26.7pp |
| Employer contribution / active EE | $4,249 | $3,507+21.1% | $5,039-15.7% | $2,755+54.2% |
| Participant deferral / active EE | $10,303 | $5,178+99.0% | $6,757+52.5% | $4,296+139.9% |
| Admin fee / account holder | $27,392 | $8,880+208.5% | $12,724+115.3% | $6,918+296.0% |