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 8-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 | $570,662 | $109,881+419.3% | $150,045+280.3% | $84,808+572.9% |
| Participation rate | 94.3% | 76.1%+18.2pp | 82.3%+12.0pp | 68.3%+26.0pp |
| Annual return | 10.00% | 28.25%-18.2pp | 62.55%-52.5pp | 40.90%-30.9pp |
| Employer contribution / active EE | $18,730 | $3,561+425.9% | $4,693+299.1% | $2,631+611.9% |
| Participant deferral / active EE | $9,480 | $6,636+42.9% | $7,997+18.5% | $4,212+125.1% |
| Admin fee / account holder | $13,443 | $8,568+56.9% | $13,435+0.1% | $7,344+83.1% |