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 | $828,987 | $165,984+399.4% | $164,813+403.0% | $145,922+468.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 6.88% | 100.03%-93.2pp | 69.93%-63.0pp | 561.29%-554.4pp |
| Employer contribution / active EE | $16,781 | $5,273+218.2% | $4,341+286.6% | $4,660+260.1% |
| Participant deferral / active EE | $10,721 | $6,959+54.1% | $6,031+77.7% | $6,688+60.3% |
| Admin fee / account holder | $7,556 | $16,648-54.6% | $12,690-40.5% | $13,397-43.6% |