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 | $388,871 | $95,803+305.9% | $113,168+243.6% | $84,808+358.5% |
| Participation rate | 97.4% | 72.9%+24.6pp | 76.6%+20.9pp | 68.3%+29.1pp |
| Annual return | 11.96% | 25.00%-13.0pp | 24.27%-12.3pp | 40.90%-28.9pp |
| Employer contribution / active EE | $19,986 | $2,360+746.9% | $2,975+571.8% | $2,631+659.7% |
| Participant deferral / active EE | $9,109 | $4,242+114.7% | $5,107+78.4% | $4,212+116.3% |
| Admin fee / account holder | $5,041 | $8,989-43.9% | $12,068-58.2% | $7,344-31.4% |