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 | $530,004 | $88,751+497.2% | $81,812+547.8% | $145,922+263.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 6.36% | 1025.40%-1019.0pp | 773.79%-767.4pp | 561.29%-554.9pp |
| Employer contribution / active EE | $3,281 | $3,083+6.4% | $2,912+12.7% | $4,660-29.6% |
| Participant deferral / active EE | $4,099 | $4,643-11.7% | $4,319-5.1% | $6,688-38.7% |
| Admin fee / account holder | $5,801 | $8,415-31.1% | $7,386-21.5% | $13,397-56.7% |