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 | $586,480 | $51,175+1046.0% | $70,515+731.7% | $75,163+680.3% |
| Participation rate | 97.2% | 60.9%+36.3pp | 68.3%+28.9pp | 67.2%+30.0pp |
| Annual return | 12.04% | 30.02%-18.0pp | 32.77%-20.7pp | 160.62%-148.6pp |
| Employer contribution / active EE | $28,355 | $1,826+1452.7% | $2,973+853.6% | $2,670+962.0% |
| Participant deferral / active EE | $0 | $2,849-100.0% | $4,567-100.0% | $4,125-100.0% |
| Admin fee / account holder | $75,048 | $4,091+1734.6% | $6,412+1070.4% | $5,651+1228.1% |