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 | $555,979 | $202,432+174.6% | $169,368+228.3% | $139,434+298.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 3.48% | 531.74%-528.3pp | 405.60%-402.1pp | 372.94%-369.5pp |
| Employer contribution / active EE | $16,350 | $4,692+248.4% | $4,013+307.5% | $4,751+244.2% |
| Participant deferral / active EE | $10,000 | $6,938+44.1% | $6,221+60.7% | $6,710+49.0% |
| Admin fee / account holder | $25,544 | $10,708+138.5% | $9,003+183.7% | $11,403+124.0% |