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 | $415,602 | $89,753+363.1% | $107,525+286.5% | $84,808+390.1% |
| Participation rate | 96.0% | 68.1%+27.9pp | 75.1%+20.9pp | 68.3%+27.7pp |
| Annual return | 7.38% | 29.48%-22.1pp | 181.32%-173.9pp | 40.90%-33.5pp |
| Employer contribution / active EE | $14,445 | $3,113+364.0% | $3,754+284.8% | $2,631+449.1% |
| Participant deferral / active EE | $5,870 | $4,056+44.7% | $5,116+14.8% | $4,212+39.4% |
| Admin fee / account holder | $90,476 | $7,222+1152.8% | $8,919+914.5% | $7,344+1132.0% |