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 5-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 | $755,358 | $100,773+649.6% | $88,946+749.2% | $142,382+430.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 10.52% | 70.18%-59.7pp | 57.82%-47.3pp | 217.08%-206.6pp |
| Employer contribution / active EE | $43,500 | $2,918+1390.9% | $2,555+1602.6% | $4,299+911.8% |
| Participant deferral / active EE | $15,667 | $5,230+199.5% | $4,581+242.0% | $6,507+140.8% |
| Admin fee / account holder | $3,974 | $9,693-59.0% | $8,261-51.9% | $12,624-68.5% |