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 | $510,406 | $80,717+532.3% | $154,803+229.7% | $84,808+501.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 9.72% | 37.96%-28.2pp | 58.88%-49.2pp | 40.90%-31.2pp |
| Employer contribution / active EE | $5,710 | $2,761+106.8% | $4,305+32.6% | $2,631+117.0% |
| Participant deferral / active EE | $7,498 | $3,303+127.0% | $5,540+35.3% | $4,212+78.0% |
| Admin fee / account holder | $64,844 | $6,746+861.3% | $14,329+352.5% | $7,344+783.0% |