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 | $590,056 | $152,587+286.7% | $125,175+371.4% | $152,861+286.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 5.50% | 54.84%-49.3pp | 43.79%-38.3pp | 345.32%-339.8pp |
| Employer contribution / active EE | $16,870 | $4,946+241.1% | $3,865+336.4% | $4,762+254.2% |
| Participant deferral / active EE | $16,221 | $5,868+176.4% | $4,937+228.6% | $5,850+177.3% |
| Admin fee / account holder | $15,822 | $13,434+17.8% | $9,702+63.1% | $11,596+36.4% |