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 | $646,983 | $109,881+488.8% | $150,045+331.2% | $84,808+662.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 14.03% | 28.25%-14.2pp | 62.55%-48.5pp | 40.90%-26.9pp |
| Employer contribution / active EE | $13,950 | $3,561+291.7% | $4,693+197.2% | $2,631+430.2% |
| Participant deferral / active EE | $15,582 | $6,636+134.8% | $7,997+94.8% | $4,212+270.0% |
| Admin fee / account holder | $31,937 | $8,568+272.8% | $13,435+137.7% | $7,344+334.9% |