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 | $310,652 | $85,202+264.6% | $172,739+79.8% | $72,985+325.6% |
| Participation rate | 97.5% | 70.1%+27.4pp | 82.6%+14.9pp | 69.5%+28.0pp |
| Annual return | 2.39% | 27.32%-24.9pp | 802.84%-800.5pp | 81.00%-78.6pp |
| Employer contribution / active EE | $6,301 | $3,324+89.5% | $5,143+22.5% | $2,440+158.2% |
| Participant deferral / active EE | $5,604 | $3,260+71.9% | $5,198+7.8% | $3,607+55.4% |
| Admin fee / account holder | $25,088 | $5,884+326.4% | $13,954+79.8% | $5,124+389.6% |