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 | $536,166 | $176,056+204.5% | $159,436+236.3% | $167,490+220.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 6.24% | 331.75%-325.5pp | 263.57%-257.3pp | 478.56%-472.3pp |
| Employer contribution / active EE | $18,496 | $5,297+249.2% | $4,829+283.0% | $4,837+282.4% |
| Participant deferral / active EE | $14,458 | $7,750+86.6% | $7,352+96.7% | $6,341+128.0% |
| Admin fee / account holder | $160,000 | $12,554+1174.5% | $10,799+1381.7% | $12,309+1199.9% |