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 | $438,524 | $159,602+174.8% | $150,045+192.3% | $142,382+208.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 10.91% | 70.24%-59.3pp | 62.55%-51.6pp | 217.08%-206.2pp |
| Employer contribution / active EE | $1,851 | $4,961-62.7% | $4,693-60.6% | $4,299-57.0% |
| Participant deferral / active EE | $6,472 | $8,310-22.1% | $7,997-19.1% | $6,507-0.5% |
| Admin fee / account holder | $20,464 | $14,846+37.8% | $13,435+52.3% | $12,624+62.1% |