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 | $575,798 | $114,381+403.4% | $107,525+435.5% | $142,382+304.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 9.56% | 242.71%-233.1pp | 181.32%-171.8pp | 217.08%-207.5pp |
| Employer contribution / active EE | $30,934 | $4,015+670.5% | $3,754+724.1% | $4,299+619.6% |
| Participant deferral / active EE | $22,458 | $5,564+303.6% | $5,116+339.0% | $6,507+245.1% |
| Admin fee / account holder | $1,468 | $9,860-85.1% | $8,919-83.5% | $12,624-88.4% |