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 | $536,606 | $202,432+165.1% | $169,368+216.8% | $139,434+284.8% |
| Participation rate | 75.0% | 81.1%-6.1pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 7.02% | 531.74%-524.7pp | 405.60%-398.6pp | 372.94%-365.9pp |
| Employer contribution / active EE | $3,169 | $4,692-32.5% | $4,013-21.0% | $4,751-33.3% |
| Participant deferral / active EE | $3,500 | $6,938-49.6% | $6,221-43.7% | $6,710-47.8% |
| Admin fee / account holder | $24,592 | $10,708+129.7% | $9,003+173.1% | $11,403+115.7% |