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 | $694,919 | $85,766+710.3% | $136,294+409.9% | $70,131+890.9% |
| Participation rate | 85.2% | 74.2%+11.0pp | 81.9%+3.3pp | 69.5%+15.6pp |
| Annual return | 12.22% | 31.45%-19.2pp | 5155.94%-5143.7pp | 73.14%-60.9pp |
| Employer contribution / active EE | $9,997 | $2,966+237.0% | $4,695+112.9% | $2,342+326.8% |
| Participant deferral / active EE | $8,594 | $5,051+70.1% | $6,247+37.6% | $3,332+157.9% |
| Admin fee / account holder | $132,534 | $5,420+2345.1% | $9,243+1333.8% | $4,645+2753.1% |