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 | $489,052 | $109,881+345.1% | $150,045+225.9% | $84,808+476.7% |
| Participation rate | 89.4% | 76.1%+13.3pp | 82.3%+7.0pp | 68.3%+21.1pp |
| Annual return | 13.63% | 28.25%-14.6pp | 62.55%-48.9pp | 40.90%-27.3pp |
| Employer contribution / active EE | $9,019 | $3,561+153.3% | $4,693+92.2% | $2,631+242.8% |
| Participant deferral / active EE | $13,176 | $6,636+98.6% | $7,997+64.8% | $4,212+212.8% |
| Admin fee / account holder | $29,690 | $8,568+246.5% | $13,435+121.0% | $7,344+304.3% |