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 | $532,790 | $201,272+164.7% | $184,203+189.2% | $145,922+265.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 6.16% | 29.00%-22.8pp | 28.81%-22.7pp | 561.29%-555.1pp |
| Employer contribution / active EE | $4,109 | $7,022-41.5% | $6,427-36.1% | $4,660-11.8% |
| Participant deferral / active EE | $23,100 | $9,806+135.6% | $9,131+153.0% | $6,688+245.4% |
| Admin fee / account holder | $13,746 | $16,364-16.0% | $13,901-1.1% | $13,397+2.6% |