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 | $703,161 | $154,117+356.3% | $129,995+440.9% | $139,434+404.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 4.61% | 32.48%-27.9pp | -137.18%+141.8pp | 372.94%-368.3pp |
| Employer contribution / active EE | $21,593 | $5,289+308.3% | $4,320+399.9% | $4,751+354.5% |
| Participant deferral / active EE | $8,478 | $6,710+26.3% | $5,820+45.7% | $6,710+26.3% |
| Admin fee / account holder | $17,781 | $14,007+26.9% | $10,614+67.5% | $11,403+55.9% |