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 | $596,591 | $148,978+300.5% | $200,582+197.4% | $84,808+603.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 7.17% | 28.16%-21.0pp | 42.33%-35.2pp | 40.90%-33.7pp |
| Employer contribution / active EE | $41,618 | $4,815+764.3% | $6,419+548.4% | $2,631+1481.8% |
| Participant deferral / active EE | $28,654 | $7,142+301.2% | $9,331+207.1% | $4,212+580.4% |
| Admin fee / account holder | $25,572 | $13,977+83.0% | $16,305+56.8% | $7,344+248.2% |