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 | $1,379,202 | $106,584+1194.0% | $101,326+1261.2% | $142,382+868.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 5.91% | 36.93%-31.0pp | 36.82%-30.9pp | 217.08%-211.2pp |
| Employer contribution / active EE | $25,050 | $3,956+533.2% | $3,665+583.4% | $4,299+482.7% |
| Participant deferral / active EE | $30,000 | $8,297+261.6% | $7,994+275.3% | $6,507+361.0% |
| Admin fee / account holder | $3,294 | $11,446-71.2% | $11,185-70.5% | $12,624-73.9% |