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 | $715,885 | $107,334+567.0% | $92,893+670.7% | $152,861+368.3% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.4%-2.4pp |
| Annual return | 6.70% | 145.58%-138.9pp | 109.41%-102.7pp | 345.32%-338.6pp |
| Employer contribution / active EE | $10,043 | $4,221+137.9% | $3,653+175.0% | $4,762+110.9% |
| Participant deferral / active EE | $3,405 | $4,845-29.7% | $4,236-19.6% | $5,850-41.8% |
| Admin fee / account holder | $22,610 | $7,079+219.4% | $5,794+290.2% | $11,596+95.0% |