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 | $626,772 | $177,572+253.0% | $154,803+304.9% | $142,382+340.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 8.95% | 65.07%-56.1pp | 58.88%-49.9pp | 217.08%-208.1pp |
| Employer contribution / active EE | $8,585 | $4,810+78.5% | $4,305+99.4% | $4,299+99.7% |
| Participant deferral / active EE | $7,180 | $6,272+14.5% | $5,540+29.6% | $6,507+10.3% |
| Admin fee / account holder | $23,489 | $16,786+39.9% | $14,329+63.9% | $12,624+86.1% |