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 | $367,272 | $89,355+311.0% | $141,162+160.2% | $72,985+403.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 17.29% | 111.85%-94.6pp | 71.39%-54.1pp | 81.00%-63.7pp |
| Employer contribution / active EE | $11,331 | $3,114+263.8% | $4,735+139.3% | $2,440+364.4% |
| Participant deferral / active EE | $3,510 | $5,418-35.2% | $6,709-47.7% | $3,607-2.7% |
| Admin fee / account holder | $72,406 | $5,958+1115.2% | $10,261+605.6% | $5,124+1313.0% |