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 | $297,092 | $65,365+354.5% | $92,893+219.8% | $72,985+307.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 14.89% | 42.10%-27.2pp | 109.41%-94.5pp | 81.00%-66.1pp |
| Employer contribution / active EE | $4,601 | $2,594+77.4% | $3,653+26.0% | $2,440+88.6% |
| Participant deferral / active EE | $6,930 | $3,128+121.5% | $4,236+63.6% | $3,607+92.1% |
| Admin fee / account holder | $5,556 | $4,251+30.7% | $5,794-4.1% | $5,124+8.4% |