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 | $971,910 | $80,717+1104.1% | $154,803+527.8% | $84,808+1046.0% |
| Participation rate | 97.7% | 66.8%+30.9pp | 78.1%+19.7pp | 68.3%+29.4pp |
| Annual return | 12.65% | 37.96%-25.3pp | 58.88%-46.2pp | 40.90%-28.2pp |
| Employer contribution / active EE | $19,806 | $2,761+617.3% | $4,305+360.0% | $2,631+652.8% |
| Participant deferral / active EE | $14,382 | $3,303+335.4% | $5,540+159.6% | $4,212+241.5% |
| Admin fee / account holder | $83,352 | $6,746+1135.6% | $14,329+481.7% | $7,344+1035.0% |