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 | $515,860 | $81,460+533.3% | $103,333+399.2% | $80,856+538.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 9.73% | 25.55%-15.8pp | 24.88%-15.2pp | 35.59%-25.9pp |
| Employer contribution / active EE | $32,086 | $3,105+933.3% | $3,868+729.6% | $2,755+1064.7% |
| Participant deferral / active EE | $5,443 | $3,869+40.7% | $5,057+7.6% | $4,296+26.7% |
| Admin fee / account holder | $27,911 | $6,566+325.1% | $8,355+234.1% | $6,918+303.5% |