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 | $1,778,676 | $148,534+1097.5% | $135,903+1208.8% | $139,434+1175.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 10.15% | 79.19%-69.0pp | 68.23%-58.1pp | 372.94%-362.8pp |
| Employer contribution / active EE | $7,092 | $5,243+35.3% | $4,856+46.0% | $4,751+49.3% |
| Participant deferral / active EE | $19,606 | $8,100+142.0% | $7,758+152.7% | $6,710+192.2% |
| Admin fee / account holder | $90,651 | $12,400+631.1% | $10,762+742.3% | $11,403+695.0% |