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 | $660,091 | $159,602+313.6% | $150,045+339.9% | $142,382+363.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 11.68% | 70.24%-58.6pp | 62.55%-50.9pp | 217.08%-205.4pp |
| Employer contribution / active EE | $34,422 | $4,961+593.9% | $4,693+633.4% | $4,299+700.7% |
| Participant deferral / active EE | $20,222 | $8,310+143.3% | $7,997+152.9% | $6,507+210.8% |
| Admin fee / account holder | $286,363 | $14,846+1828.8% | $13,435+2031.5% | $12,624+2168.5% |