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 | $680,053 | $165,335+311.3% | $149,696+354.3% | $158,922+327.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.01% | 348.15%-340.1pp | 276.60%-268.6pp | 302.83%-294.8pp |
| Employer contribution / active EE | $22,155 | $5,103+334.2% | $4,644+377.0% | $4,761+365.3% |
| Participant deferral / active EE | $16,857 | $7,181+134.7% | $6,842+146.4% | $5,982+181.8% |
| Admin fee / account holder | $21,736 | $10,807+101.1% | $9,309+133.5% | $11,246+93.3% |