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 | $989,983 | $165,984+496.4% | $164,813+500.7% | $145,922+578.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 6.70% | 100.03%-93.3pp | 69.93%-63.2pp | 561.29%-554.6pp |
| Employer contribution / active EE | $12,616 | $5,273+139.3% | $4,341+190.6% | $4,660+170.7% |
| Participant deferral / active EE | $16,727 | $6,959+140.4% | $6,031+177.3% | $6,688+150.1% |
| Admin fee / account holder | $4,692 | $16,648-71.8% | $12,690-63.0% | $13,397-65.0% |