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 | $586,121 | $159,901+266.6% | $146,958+298.8% | $145,922+301.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.45% | 98.13%-90.7pp | 418.34%-410.9pp | 561.29%-553.8pp |
| Employer contribution / active EE | $23,876 | $5,286+351.7% | $4,933+384.0% | $4,660+412.4% |
| Participant deferral / active EE | $19,129 | $8,428+127.0% | $8,070+137.0% | $6,688+186.0% |
| Admin fee / account holder | $20,648 | $15,044+37.3% | $12,998+58.9% | $13,397+54.1% |