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 | $489,563 | $177,572+175.7% | $154,803+216.2% | $142,382+243.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 2.28% | 65.07%-62.8pp | 58.88%-56.6pp | 217.08%-214.8pp |
| Employer contribution / active EE | $3,505 | $4,810-27.1% | $4,305-18.6% | $4,299-18.5% |
| Participant deferral / active EE | $15,000 | $6,272+139.2% | $5,540+170.7% | $6,507+130.5% |
| Admin fee / account holder | $19,527 | $16,786+16.3% | $14,329+36.3% | $12,624+54.7% |