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 | $1,508,403 | $94,338+1498.9% | $100,534+1400.4% | $142,382+959.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 11.47% | 29.20%-17.7pp | 32.66%-21.2pp | 217.08%-205.6pp |
| Employer contribution / active EE | $5,200 | $4,237+22.7% | $4,346+19.6% | $4,299+21.0% |
| Participant deferral / active EE | $2,925 | $5,934-50.7% | $6,144-52.4% | $6,507-55.0% |
| Admin fee / account holder | $65,093 | $8,421+673.0% | $7,654+750.4% | $12,624+415.6% |