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 | $313,391 | $80,717+288.3% | $154,803+102.4% | $84,808+269.5% |
| Participation rate | 84.6% | 66.8%+17.8pp | 78.1%+6.5pp | 68.3%+16.3pp |
| Annual return | 11.24% | 37.96%-26.7pp | 58.88%-47.6pp | 40.90%-29.7pp |
| Employer contribution / active EE | $1,966 | $2,761-28.8% | $4,305-54.3% | $2,631-25.3% |
| Participant deferral / active EE | $5,319 | $3,303+61.0% | $5,540-4.0% | $4,212+26.3% |
| Admin fee / account holder | $44,817 | $6,746+564.4% | $14,329+212.8% | $7,344+510.3% |