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 | $1,028,431 | $148,978+590.3% | $200,582+412.7% | $84,808+1112.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 1.62% | 28.16%-26.5pp | 42.33%-40.7pp | 40.90%-39.3pp |
| Employer contribution / active EE | $36,964 | $4,815+667.7% | $6,419+475.9% | $2,631+1305.0% |
| Participant deferral / active EE | $19,195 | $7,142+168.8% | $9,331+105.7% | $4,212+355.8% |
| Admin fee / account holder | $52,526 | $13,977+275.8% | $16,305+222.2% | $7,344+615.2% |