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 | $460,663 | $89,753+413.3% | $107,525+328.4% | $84,808+443.2% |
| Participation rate | 98.4% | 68.1%+30.3pp | 75.1%+23.3pp | 68.3%+30.0pp |
| Annual return | 10.45% | 29.48%-19.0pp | 181.32%-170.9pp | 40.90%-30.4pp |
| Employer contribution / active EE | $21,178 | $3,113+580.2% | $3,754+464.2% | $2,631+705.0% |
| Participant deferral / active EE | $10,468 | $4,056+158.1% | $5,116+104.6% | $4,212+148.6% |
| Admin fee / account holder | $120,173 | $7,222+1564.0% | $8,919+1247.4% | $7,344+1536.4% |