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 | $451,134 | $185,822+142.8% | $169,993+165.4% | $139,434+223.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 10.14% | 60.50%-50.4pp | 53.37%-43.2pp | 372.94%-362.8pp |
| Employer contribution / active EE | $7,147 | $7,590-5.8% | $6,785+5.3% | $4,751+50.4% |
| Participant deferral / active EE | $22,731 | $11,622+95.6% | $10,408+118.4% | $6,710+238.8% |
| Admin fee / account holder | $594,305 | $15,381+3764.0% | $12,815+4537.5% | $11,403+5112.1% |