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 | $905,947 | $176,056+414.6% | $159,436+468.2% | $167,490+440.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 9.30% | 331.75%-322.4pp | 263.57%-254.3pp | 478.56%-469.3pp |
| Employer contribution / active EE | $2,664 | $5,297-49.7% | $4,829-44.8% | $4,837-44.9% |
| Participant deferral / active EE | $15,000 | $7,750+93.5% | $7,352+104.0% | $6,341+136.5% |
| Admin fee / account holder | $3,230 | $12,554-74.3% | $10,799-70.1% | $12,309-73.8% |