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 | $618,891 | $214,378+188.7% | $200,582+208.5% | $142,382+334.7% |
| Participation rate | 92.9% | 87.4%+5.4pp | 86.9%+6.0pp | 80.1%+12.7pp |
| Annual return | 8.31% | 46.41%-38.1pp | 42.33%-34.0pp | 217.08%-208.8pp |
| Employer contribution / active EE | $23,952 | $6,841+250.1% | $6,419+273.2% | $4,299+457.1% |
| Participant deferral / active EE | $14,722 | $9,865+49.2% | $9,331+57.8% | $6,507+126.2% |
| Admin fee / account holder | $11,781 | $17,692-33.4% | $16,305-27.7% | $12,624-6.7% |