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 | $708,334 | $83,477+748.5% | $125,175+465.9% | $72,985+870.5% |
| Participation rate | 92.0% | 73.3%+18.7pp | 79.8%+12.2pp | 69.5%+22.5pp |
| Annual return | 12.19% | 25.78%-13.6pp | 43.79%-31.6pp | 81.00%-68.8pp |
| Employer contribution / active EE | $1,742 | $2,345-25.7% | $3,865-54.9% | $2,440-28.6% |
| Participant deferral / active EE | $5,789 | $3,585+61.5% | $4,937+17.3% | $3,607+60.5% |
| Admin fee / account holder | $9,274 | $5,517+68.1% | $9,702-4.4% | $5,124+81.0% |