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 | $865,699 | $74,888+1056.0% | $71,209+1115.7% | $142,382+508.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 8.12% | 345.14%-337.0pp | 282.51%-274.4pp | 217.08%-209.0pp |
| Employer contribution / active EE | $5,670 | $2,854+98.6% | $2,721+108.4% | $4,299+31.9% |
| Participant deferral / active EE | $18,901 | $4,454+324.3% | $4,175+352.7% | $6,507+190.5% |
| Admin fee / account holder | $536 | $5,568-90.4% | $5,349-90.0% | $12,624-95.8% |