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 | $521,765 | $159,602+226.9% | $150,045+247.7% | $142,382+266.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 11.34% | 70.24%-58.9pp | 62.55%-51.2pp | 217.08%-205.7pp |
| Employer contribution / active EE | $12,641 | $4,961+154.8% | $4,693+169.3% | $4,299+194.0% |
| Participant deferral / active EE | $10,995 | $8,310+32.3% | $7,997+37.5% | $6,507+69.0% |
| Admin fee / account holder | $117,394 | $14,846+690.7% | $13,435+773.8% | $12,624+830.0% |