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 | $546,961 | $127,065+330.5% | $113,168+383.3% | $142,382+284.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 6.91% | 24.03%-17.1pp | 24.27%-17.4pp | 217.08%-210.2pp |
| Employer contribution / active EE | $15,770 | $3,442+358.2% | $2,975+430.0% | $4,299+266.8% |
| Participant deferral / active EE | $2,392 | $5,716-58.2% | $5,107-53.2% | $6,507-63.2% |
| Admin fee / account holder | $20,545 | $15,736+30.6% | $12,068+70.2% | $12,624+62.7% |