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 | $766,817 | $114,381+570.4% | $107,525+613.2% | $142,382+438.6% |
| Participation rate | 91.7% | 78.1%+13.5pp | 75.1%+16.6pp | 80.1%+11.5pp |
| Annual return | 8.66% | 242.71%-234.0pp | 181.32%-172.7pp | 217.08%-208.4pp |
| Employer contribution / active EE | $8,306 | $4,015+106.9% | $3,754+121.3% | $4,299+93.2% |
| Participant deferral / active EE | $19,108 | $5,564+243.4% | $5,116+273.5% | $6,507+193.6% |
| Admin fee / account holder | $59,759 | $9,860+506.1% | $8,919+570.0% | $12,624+373.4% |