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 | $637,269 | $197,591+222.5% | $177,821+258.4% | $158,922+301.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 3.82% | 58.76%-54.9pp | 48.32%-44.5pp | 302.83%-299.0pp |
| Employer contribution / active EE | $4,427 | $6,697-33.9% | $5,918-25.2% | $4,761-7.0% |
| Participant deferral / active EE | $5,794 | $8,405-31.1% | $7,714-24.9% | $5,982-3.1% |
| Admin fee / account holder | $26,413 | $15,399+71.5% | $12,427+112.5% | $11,246+134.9% |