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 | $648,044 | $81,248+697.6% | $155,509+316.7% | $80,856+701.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 5.36% | 33.31%-27.9pp | 64.67%-59.3pp | 35.59%-30.2pp |
| Employer contribution / active EE | $3,429 | $3,100+10.6% | $4,672-26.6% | $2,755+24.5% |
| Participant deferral / active EE | $3,954 | $3,452+14.5% | $5,626-29.7% | $4,296-8.0% |
| Admin fee / account holder | $29,312 | $7,997+266.5% | $15,912+84.2% | $6,918+323.7% |