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 | $533,748 | $201,272+165.2% | $184,203+189.8% | $145,922+265.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 2.77% | 29.00%-26.2pp | 28.81%-26.0pp | 561.29%-558.5pp |
| Employer contribution / active EE | $14,883 | $7,022+111.9% | $6,427+131.6% | $4,660+219.4% |
| Participant deferral / active EE | $18,313 | $9,806+86.8% | $9,131+100.5% | $6,688+173.8% |
| Admin fee / account holder | $25,938 | $16,364+58.5% | $13,901+86.6% | $13,397+93.6% |