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 | $542,416 | $165,984+226.8% | $164,813+229.1% | $145,922+271.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 5.87% | 100.03%-94.2pp | 69.93%-64.1pp | 561.29%-555.4pp |
| Employer contribution / active EE | $46,000 | $5,273+772.4% | $4,341+959.7% | $4,660+887.2% |
| Participant deferral / active EE | $28,625 | $6,959+311.3% | $6,031+374.6% | $6,688+328.0% |
| Admin fee / account holder | $480,000 | $16,648+2783.3% | $12,690+3682.5% | $13,397+3482.9% |