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 | $463,434 | $159,602+190.4% | $150,045+208.9% | $142,382+225.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 11.99% | 70.24%-58.2pp | 62.55%-50.6pp | 217.08%-205.1pp |
| Employer contribution / active EE | $2,395 | $4,961-51.7% | $4,693-49.0% | $4,299-44.3% |
| Participant deferral / active EE | $6,865 | $8,310-17.4% | $7,997-14.2% | $6,507+5.5% |
| Admin fee / account holder | $29,717 | $14,846+100.2% | $13,435+121.2% | $12,624+135.4% |