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 | $379,677 | $60,022+532.6% | $88,946+326.9% | $84,808+347.7% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 11.44% | 22.43%-11.0pp | 57.82%-46.4pp | 40.90%-29.5pp |
| Employer contribution / active EE | $12,495 | $1,703+633.8% | $2,555+389.0% | $2,631+374.9% |
| Participant deferral / active EE | $8,163 | $3,114+162.2% | $4,581+78.2% | $4,212+93.8% |
| Admin fee / account holder | $20,974 | $4,811+336.0% | $8,261+153.9% | $7,344+185.6% |