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 | $440,217 | $80,717+445.4% | $154,803+184.4% | $84,808+419.1% |
| Participation rate | 95.7% | 66.8%+28.8pp | 78.1%+17.6pp | 68.3%+27.3pp |
| Annual return | 12.11% | 37.96%-25.8pp | 58.88%-46.8pp | 40.90%-28.8pp |
| Employer contribution / active EE | $50,519 | $2,761+1729.5% | $4,305+1073.4% | $2,631+1820.1% |
| Participant deferral / active EE | $2,294 | $3,303-30.6% | $5,540-58.6% | $4,212-45.5% |
| Admin fee / account holder | $37,345 | $6,746+453.6% | $14,329+160.6% | $7,344+408.5% |