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 | $668,271 | $109,881+508.2% | $150,045+345.4% | $84,808+688.0% |
| Participation rate | 97.9% | 76.1%+21.8pp | 82.3%+15.5pp | 68.3%+29.6pp |
| Annual return | 13.12% | 28.25%-15.1pp | 62.55%-49.4pp | 40.90%-27.8pp |
| Employer contribution / active EE | $19,301 | $3,561+442.0% | $4,693+311.3% | $2,631+633.6% |
| Participant deferral / active EE | $16,464 | $6,636+148.1% | $7,997+105.9% | $4,212+290.9% |
| Admin fee / account holder | $96,785 | $8,568+1029.6% | $13,435+620.4% | $7,344+1217.9% |