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 | $414,308 | $159,602+159.6% | $150,045+176.1% | $142,382+191.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 10.04% | 70.24%-60.2pp | 62.55%-52.5pp | 217.08%-207.0pp |
| Employer contribution / active EE | $10,661 | $4,961+114.9% | $4,693+127.2% | $4,299+148.0% |
| Participant deferral / active EE | $5,990 | $8,310-27.9% | $7,997-25.1% | $6,507-7.9% |
| Admin fee / account holder | $1,190 | $14,846-92.0% | $13,435-91.1% | $12,624-90.6% |