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 | $623,854 | $71,829+768.5% | $69,780+794.0% | $142,382+338.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.3%+20.7pp | 80.1%+19.9pp |
| Annual return | 12.96% | 31.01%-18.0pp | 26.31%-13.3pp | 217.08%-204.1pp |
| Employer contribution / active EE | $9,694 | $4,385+121.1% | $4,168+132.6% | $4,299+125.5% |
| Participant deferral / active EE | $31,000 | $6,819+354.6% | $6,164+402.9% | $6,507+376.4% |
| Admin fee / account holder | $4,865 | $7,818-37.8% | $7,285-33.2% | $12,624-61.5% |