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 | $947,546 | $159,602+493.7% | $150,045+531.5% | $142,382+565.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 10.02% | 70.24%-60.2pp | 62.55%-52.5pp | 217.08%-207.1pp |
| Employer contribution / active EE | $2,545 | $4,961-48.7% | $4,693-45.8% | $4,299-40.8% |
| Participant deferral / active EE | $6,371 | $8,310-23.3% | $7,997-20.3% | $6,507-2.1% |
| Admin fee / account holder | $26,650 | $14,846+79.5% | $13,435+98.4% | $12,624+111.1% |