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 | $1,149,201 | $77,899+1375.2% | $149,673+667.8% | $75,163+1428.9% |
| Participation rate | 92.3% | 65.6%+26.7pp | 78.8%+13.5pp | 67.2%+25.1pp |
| Annual return | 9.74% | 31.72%-22.0pp | 134.42%-124.7pp | 160.62%-150.9pp |
| Employer contribution / active EE | $35,769 | $3,137+1040.1% | $4,818+642.5% | $2,670+1239.8% |
| Participant deferral / active EE | $8,077 | $3,411+136.8% | $5,680+42.2% | $4,125+95.8% |
| Admin fee / account holder | $337,998 | $5,956+5574.6% | $13,210+2458.7% | $5,651+5881.3% |