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 | $706,253 | $81,248+769.3% | $155,509+354.2% | $80,856+773.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | -5.78% | 33.31%-39.1pp | 64.67%-70.4pp | 35.59%-41.4pp |
| Employer contribution / active EE | $43,771 | $3,100+1311.8% | $4,672+836.8% | $2,755+1488.9% |
| Participant deferral / active EE | $14,763 | $3,452+327.7% | $5,626+162.4% | $4,296+243.7% |
| Admin fee / account holder | $44,800 | $7,997+460.2% | $15,912+181.5% | $6,918+547.6% |