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 | $483,425 | $95,266+407.4% | $82,389+486.8% | $142,382+239.5% |
| Participation rate | 91.7% | 74.5%+17.2pp | 69.5%+22.1pp | 80.1%+11.5pp |
| Annual return | 6.46% | 25.74%-19.3pp | 28.67%-22.2pp | 217.08%-210.6pp |
| Employer contribution / active EE | $20,000 | $2,991+568.6% | $2,517+694.6% | $4,299+365.2% |
| Participant deferral / active EE | $5,037 | $4,809+4.7% | $4,155+21.2% | $6,507-22.6% |
| Admin fee / account holder | $80,838 | $8,563+844.0% | $7,231+1018.0% | $12,624+540.4% |