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 | $663,274 | $94,338+603.1% | $100,534+559.7% | $142,382+365.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 10.08% | 29.20%-19.1pp | 32.66%-22.6pp | 217.08%-207.0pp |
| Employer contribution / active EE | $2,100 | $4,237-50.4% | $4,346-51.7% | $4,299-51.2% |
| Participant deferral / active EE | $5,756 | $5,934-3.0% | $6,144-6.3% | $6,507-11.5% |
| Admin fee / account holder | $3,671 | $8,421-56.4% | $7,654-52.0% | $12,624-70.9% |