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 | $626,405 | $214,378+192.2% | $200,582+212.3% | $142,382+339.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 4.06% | 46.41%-42.3pp | 42.33%-38.3pp | 217.08%-213.0pp |
| Employer contribution / active EE | $2,000 | $6,841-70.8% | $6,419-68.8% | $4,299-53.5% |
| Participant deferral / active EE | $4,472 | $9,865-54.7% | $9,331-52.1% | $6,507-31.3% |
| Admin fee / account holder | $10,882 | $17,692-38.5% | $16,305-33.3% | $12,624-13.8% |