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 | $507,418 | $175,202+189.6% | $149,673+239.0% | $139,434+263.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 7.41% | 166.71%-159.3pp | 134.42%-127.0pp | 372.94%-365.5pp |
| Employer contribution / active EE | $3,932 | $5,474-28.2% | $4,818-18.4% | $4,751-17.2% |
| Participant deferral / active EE | $13,165 | $6,519+102.0% | $5,680+131.8% | $6,710+96.2% |
| Admin fee / account holder | $2,512 | $16,150-84.4% | $13,210-81.0% | $11,403-78.0% |