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 | $570,309 | $127,777+346.3% | $106,548+435.3% | $167,490+240.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 7.61% | 33.87%-26.3pp | 26.80%-19.2pp | 478.56%-470.9pp |
| Employer contribution / active EE | $10,452 | $3,427+205.0% | $2,819+270.8% | $4,837+116.1% |
| Participant deferral / active EE | $4,109 | $5,087-19.2% | $4,398-6.6% | $6,341-35.2% |
| Admin fee / account holder | $64,515 | $11,228+474.6% | $7,407+771.0% | $12,309+424.1% |