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 | $1,433,652 | $202,432+608.2% | $169,368+746.5% | $139,434+928.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 7.09% | 531.74%-524.6pp | 405.60%-398.5pp | 372.94%-365.8pp |
| Employer contribution / active EE | $4,488 | $4,692-4.4% | $4,013+11.8% | $4,751-5.5% |
| Participant deferral / active EE | $13,725 | $6,938+97.8% | $6,221+120.6% | $6,710+104.5% |
| Admin fee / account holder | $38,324 | $10,708+257.9% | $9,003+325.7% | $11,403+236.1% |