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 | $485,868 | $78,672+517.6% | $109,143+345.2% | $85,850+466.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 8.69% | 25.09%-16.4pp | 25.75%-17.1pp | 318.53%-309.8pp |
| Employer contribution / active EE | $11,767 | $2,735+330.3% | $3,722+216.2% | $2,565+358.8% |
| Participant deferral / active EE | $3,221 | $3,467-7.1% | $4,653-30.8% | $3,952-18.5% |
| Admin fee / account holder | $30,773 | $5,469+462.7% | $6,752+355.7% | $6,260+391.6% |