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 | $627,610 | $179,726+249.2% | $156,263+301.6% | $142,382+340.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | -1.22% | 77.86%-79.1pp | 59.47%-60.7pp | 217.08%-218.3pp |
| Employer contribution / active EE | $12,045 | $5,069+137.6% | $4,333+178.0% | $4,299+180.2% |
| Participant deferral / active EE | $4,469 | $6,956-35.7% | $6,158-27.4% | $6,507-31.3% |
| Admin fee / account holder | $2,528 | $17,272-85.4% | $14,255-82.3% | $12,624-80.0% |