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 | $414,165 | $106,584+288.6% | $101,326+308.7% | $142,382+190.9% |
| Participation rate | 91.7% | 82.7%+9.0pp | 81.5%+10.2pp | 80.1%+11.5pp |
| Annual return | 11.82% | 36.93%-25.1pp | 36.82%-25.0pp | 217.08%-205.3pp |
| Employer contribution / active EE | $4,319 | $3,956+9.2% | $3,665+17.8% | $4,299+0.5% |
| Participant deferral / active EE | $11,221 | $8,297+35.2% | $7,994+40.4% | $6,507+72.4% |
| Admin fee / account holder | $54,247 | $11,446+373.9% | $11,185+385.0% | $12,624+329.7% |