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 | $501,618 | $80,717+521.5% | $154,803+224.0% | $84,808+491.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 9.71% | 37.96%-28.2pp | 58.88%-49.2pp | 40.90%-31.2pp |
| Employer contribution / active EE | $16,240 | $2,761+488.1% | $4,305+277.2% | $2,631+517.3% |
| Participant deferral / active EE | $2,890 | $3,303-12.5% | $5,540-47.8% | $4,212-31.4% |
| Admin fee / account holder | $207,563 | $6,746+2977.0% | $14,329+1348.5% | $7,344+2726.4% |