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 | $1,056,193 | $201,272+424.8% | $184,203+473.4% | $145,922+623.8% |
| Participation rate | 78.6% | 87.5%-8.9pp | 86.8%-8.2pp | 80.3%-1.7pp |
| Annual return | 8.84% | 29.00%-20.2pp | 28.81%-20.0pp | 561.29%-552.4pp |
| Employer contribution / active EE | $1,882 | $7,022-73.2% | $6,427-70.7% | $4,660-59.6% |
| Participant deferral / active EE | $8,812 | $9,806-10.1% | $9,131-3.5% | $6,688+31.8% |
| Admin fee / account holder | $35,340 | $16,364+116.0% | $13,901+154.2% | $13,397+163.8% |