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 | $918,998 | $109,881+736.4% | $150,045+512.5% | $84,808+983.6% |
| Participation rate | 91.0% | 76.1%+14.9pp | 82.3%+8.7pp | 68.3%+22.7pp |
| Annual return | 14.07% | 28.25%-14.2pp | 62.55%-48.5pp | 40.90%-26.8pp |
| Employer contribution / active EE | $15,114 | $3,561+324.4% | $4,693+222.0% | $2,631+474.5% |
| Participant deferral / active EE | $11,852 | $6,636+78.6% | $7,997+48.2% | $4,212+181.4% |
| Admin fee / account holder | $32,253 | $8,568+276.4% | $13,435+140.1% | $7,344+339.2% |