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 | $473,557 | $100,326+372.0% | $180,183+162.8% | $84,808+458.4% |
| Participation rate | 100.0% | 71.0%+29.0pp | 77.4%+22.6pp | 68.3%+31.7pp |
| Annual return | 10.93% | 17.86%-6.9pp | 27.86%-16.9pp | 40.90%-30.0pp |
| Employer contribution / active EE | $32,245 | $3,269+886.3% | $5,039+539.9% | $2,631+1125.6% |
| Participant deferral / active EE | $0 | $5,066-100.0% | $6,822-100.0% | $4,212-100.0% |
| Admin fee / account holder | $26,151 | $9,674+170.3% | $19,975+30.9% | $7,344+256.1% |