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 | $485,046 | $109,359+343.5% | $162,163+199.1% | $72,985+564.6% |
| Participation rate | 97.2% | 84.3%+12.9pp | 87.6%+9.6pp | 69.5%+27.7pp |
| Annual return | 11.06% | 25.46%-14.4pp | 115.59%-104.5pp | 81.00%-69.9pp |
| Employer contribution / active EE | $33,570 | $3,907+759.2% | $5,614+498.0% | $2,440+1275.9% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,298-100.0% | $3,607-100.0% |
| Admin fee / account holder | $13,897 | $7,972+74.3% | $10,843+28.2% | $5,124+171.2% |