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 | $459,683 | $176,812+160.0% | $146,665+213.4% | $167,490+174.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 6.50% | 24.03%-17.5pp | 22.74%-16.2pp | 478.56%-472.1pp |
| Employer contribution / active EE | $4,790 | $5,160-7.2% | $4,136+15.8% | $4,837-1.0% |
| Participant deferral / active EE | $3,639 | $6,440-43.5% | $5,506-33.9% | $6,341-42.6% |
| Admin fee / account holder | $32,735 | $13,259+146.9% | $10,280+218.5% | $12,309+165.9% |