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 | $662,914 | $91,538+624.2% | $129,995+410.0% | $75,163+782.0% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 6.95% | -631.11%+638.1pp | -137.18%+144.1pp | 160.62%-153.7pp |
| Employer contribution / active EE | $14,821 | $2,845+420.9% | $4,320+243.1% | $2,670+455.1% |
| Participant deferral / active EE | $10,666 | $4,341+145.7% | $5,820+83.3% | $4,125+158.6% |
| Admin fee / account holder | $13,812 | $6,790+103.4% | $10,614+30.1% | $5,651+144.4% |