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 | $827,242 | $106,584+676.1% | $101,326+716.4% | $142,382+481.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 8.45% | 36.93%-28.5pp | 36.82%-28.4pp | 217.08%-208.6pp |
| Employer contribution / active EE | $4,592 | $3,956+16.1% | $3,665+25.3% | $4,299+6.8% |
| Participant deferral / active EE | $20,464 | $8,297+146.6% | $7,994+156.0% | $6,507+214.5% |
| Admin fee / account holder | $21,130 | $11,446+84.6% | $11,185+88.9% | $12,624+67.4% |