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 | $512,072 | $181,894+181.5% | $156,549+227.1% | $273,961+86.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 2.70% | 30.74%-28.0pp | 32.23%-29.5pp | 41.45%-38.8pp |
| Employer contribution / active EE | $7,992 | $6,248+27.9% | $5,501+45.3% | $4,869+64.1% |
| Participant deferral / active EE | $12,694 | $5,550+128.7% | $4,871+160.6% | $5,287+140.1% |
| Admin fee / account holder | $3,115 | $15,559-80.0% | $13,027-76.1% | $10,132-69.3% |