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 | $534,426 | $100,326+432.7% | $180,183+196.6% | $84,808+530.2% |
| Participation rate | 100.0% | 71.0%+29.0pp | 77.4%+22.6pp | 68.3%+31.7pp |
| Annual return | 11.18% | 17.86%-6.7pp | 27.86%-16.7pp | 40.90%-29.7pp |
| Employer contribution / active EE | $14,078 | $3,269+330.6% | $5,039+179.4% | $2,631+435.1% |
| Participant deferral / active EE | $15,927 | $5,066+214.4% | $6,822+133.5% | $4,212+278.2% |
| Admin fee / account holder | $5,166 | $9,674-46.6% | $19,975-74.1% | $7,344-29.7% |