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 | $418,325 | $77,899+437.0% | $149,673+179.5% | $75,163+456.6% |
| Participation rate | 89.4% | 65.6%+23.8pp | 78.8%+10.6pp | 67.2%+22.2pp |
| Annual return | 11.92% | 31.72%-19.8pp | 134.42%-122.5pp | 160.62%-148.7pp |
| Employer contribution / active EE | $20,454 | $3,137+551.9% | $4,818+324.6% | $2,670+666.1% |
| Participant deferral / active EE | $15,212 | $3,411+346.0% | $5,680+167.8% | $4,125+268.8% |
| Admin fee / account holder | $14,569 | $5,956+144.6% | $13,210+10.3% | $5,651+157.8% |