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 | $590,900 | $90,348+554.0% | $75,972+677.8% | $145,922+304.9% |
| Participation rate | 88.9% | 74.5%+14.4pp | 69.1%+19.8pp | 80.3%+8.6pp |
| Annual return | 7.02% | 620.88%-613.9pp | 359.55%-352.5pp | 561.29%-554.3pp |
| Employer contribution / active EE | $25,016 | $3,311+655.5% | $2,685+831.7% | $4,660+436.9% |
| Participant deferral / active EE | $17,857 | $5,162+245.9% | $4,255+319.6% | $6,688+167.0% |
| Admin fee / account holder | $2,544 | $8,467-70.0% | $6,467-60.7% | $13,397-81.0% |