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 | $699,353 | $99,341+604.0% | $84,750+725.2% | $273,961+155.3% |
| Participation rate | 91.3% | 80.7%+10.6pp | 76.6%+14.7pp | 83.0%+8.3pp |
| Annual return | 0.65% | 22.93%-22.3pp | 22.78%-22.1pp | 41.45%-40.8pp |
| Employer contribution / active EE | $9,302 | $4,214+120.8% | $3,574+160.2% | $4,869+91.1% |
| Participant deferral / active EE | $4,805 | $4,269+12.6% | $3,712+29.5% | $5,287-9.1% |
| Admin fee / account holder | $8,158 | $6,644+22.8% | $5,332+53.0% | $10,132-19.5% |