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 | $561,560 | $176,056+219.0% | $159,436+252.2% | $167,490+235.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 0.55% | 331.75%-331.2pp | 263.57%-263.0pp | 478.56%-478.0pp |
| Employer contribution / active EE | $8,068 | $5,297+52.3% | $4,829+67.1% | $4,837+66.8% |
| Participant deferral / active EE | $13,575 | $7,750+75.2% | $7,352+84.6% | $6,341+114.1% |
| Admin fee / account holder | $33,589 | $12,554+167.6% | $10,799+211.1% | $12,309+172.9% |