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 | $382,099 | $80,717+373.4% | $154,803+146.8% | $84,808+350.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 11.63% | 37.96%-26.3pp | 58.88%-47.2pp | 40.90%-29.3pp |
| Employer contribution / active EE | $15,500 | $2,761+461.3% | $4,305+260.0% | $2,631+489.1% |
| Participant deferral / active EE | $8,941 | $3,303+170.7% | $5,540+61.4% | $4,212+112.3% |
| Admin fee / account holder | $67,929 | $6,746+907.0% | $14,329+374.1% | $7,344+825.0% |