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 | $498,429 | $176,812+181.9% | $146,665+239.8% | $167,490+197.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 6.37% | 24.03%-17.7pp | 22.74%-16.4pp | 478.56%-472.2pp |
| Employer contribution / active EE | $4,090 | $5,160-20.7% | $4,136-1.1% | $4,837-15.5% |
| Participant deferral / active EE | $9,974 | $6,440+54.9% | $5,506+81.2% | $6,341+57.3% |
| Admin fee / account holder | $10,924 | $13,259-17.6% | $10,280+6.3% | $12,309-11.3% |