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 | $646,411 | $176,056+267.2% | $159,436+305.4% | $167,490+285.9% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 8.88% | 331.75%-322.9pp | 263.57%-254.7pp | 478.56%-469.7pp |
| Employer contribution / active EE | $2,593 | $5,297-51.1% | $4,829-46.3% | $4,837-46.4% |
| Participant deferral / active EE | $10,655 | $7,750+37.5% | $7,352+44.9% | $6,341+68.0% |
| Admin fee / account holder | $1,384 | $12,554-89.0% | $10,799-87.2% | $12,309-88.8% |