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 | $1,373,192 | $177,572+673.3% | $154,803+787.1% | $142,382+864.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 10.42% | 65.07%-54.6pp | 58.88%-48.5pp | 217.08%-206.7pp |
| Employer contribution / active EE | $3,941 | $4,810-18.1% | $4,305-8.5% | $4,299-8.3% |
| Participant deferral / active EE | $16,100 | $6,272+156.7% | $5,540+190.6% | $6,507+147.4% |
| Admin fee / account holder | $10,000 | $16,786-40.4% | $14,329-30.2% | $12,624-20.8% |