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 | $354,006 | $93,571+278.3% | $135,903+160.5% | $75,163+371.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 7.89% | 30.90%-23.0pp | 68.23%-60.3pp | 160.62%-152.7pp |
| Employer contribution / active EE | $7,717 | $3,537+118.2% | $4,856+58.9% | $2,670+189.0% |
| Participant deferral / active EE | $8,774 | $6,404+37.0% | $7,758+13.1% | $4,125+112.7% |
| Admin fee / account holder | $66,290 | $6,975+850.3% | $10,762+516.0% | $5,651+1073.1% |