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 | $1,169,704 | $106,515+998.2% | $96,683+1109.8% | $139,434+738.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 4.58% | 38.43%-33.8pp | 35.69%-31.1pp | 372.94%-368.4pp |
| Employer contribution / active EE | $50,796 | $4,103+1138.1% | $3,737+1259.4% | $4,751+969.2% |
| Participant deferral / active EE | $6,014 | $5,454+10.3% | $4,878+23.3% | $6,710-10.4% |
| Admin fee / account holder | $8,774 | $7,877+11.4% | $6,730+30.4% | $11,403-23.0% |