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 | $328,206 | $89,355+267.3% | $141,162+132.5% | $72,985+349.7% |
| Participation rate | 98.3% | 75.1%+23.2pp | 82.5%+15.8pp | 69.5%+28.8pp |
| Annual return | 17.58% | 111.85%-94.3pp | 71.39%-53.8pp | 81.00%-63.4pp |
| Employer contribution / active EE | $1,978 | $3,114-36.5% | $4,735-58.2% | $2,440-18.9% |
| Participant deferral / active EE | $14,260 | $5,418+163.2% | $6,709+112.5% | $3,607+295.3% |
| Admin fee / account holder | $4,490 | $5,958-24.6% | $10,261-56.2% | $5,124-12.4% |