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 | $1,079,740 | $179,726+500.8% | $156,263+591.0% | $142,382+658.3% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.9%+12.8pp | 80.1%+11.5pp |
| Annual return | 7.92% | 77.86%-69.9pp | 59.47%-51.5pp | 217.08%-209.2pp |
| Employer contribution / active EE | $18,946 | $5,069+273.8% | $4,333+337.2% | $4,299+340.7% |
| Participant deferral / active EE | $9,974 | $6,956+43.4% | $6,158+62.0% | $6,507+53.3% |
| Admin fee / account holder | $100,938 | $17,272+484.4% | $14,255+608.1% | $12,624+699.6% |