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 | $542,195 | $176,812+206.7% | $146,665+269.7% | $167,490+223.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 8.28% | 24.03%-15.8pp | 22.74%-14.5pp | 478.56%-470.3pp |
| Employer contribution / active EE | $27,470 | $5,160+432.4% | $4,136+564.1% | $4,837+467.9% |
| Participant deferral / active EE | $15,931 | $6,440+147.4% | $5,506+189.3% | $6,341+151.2% |
| Admin fee / account holder | $1,784 | $13,259-86.5% | $10,280-82.6% | $12,309-85.5% |