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 | $857,801 | $77,899+1001.2% | $149,673+473.1% | $75,163+1041.2% |
| Participation rate | 96.6% | 65.6%+31.0pp | 78.8%+17.8pp | 67.2%+29.4pp |
| Annual return | 12.59% | 31.72%-19.1pp | 134.42%-121.8pp | 160.62%-148.0pp |
| Employer contribution / active EE | $29,610 | $3,137+843.8% | $4,818+514.6% | $2,670+1009.1% |
| Participant deferral / active EE | $15,074 | $3,411+341.9% | $5,680+165.4% | $4,125+265.4% |
| Admin fee / account holder | $73,486 | $5,956+1133.7% | $13,210+456.3% | $5,651+1200.4% |