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 | $719,825 | $117,983+510.1% | $101,794+607.1% | $142,382+405.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 9.65% | 36.92%-27.3pp | 30.53%-20.9pp | 217.08%-207.4pp |
| Employer contribution / active EE | $11,672 | $2,773+321.0% | $2,289+409.9% | $4,299+171.5% |
| Participant deferral / active EE | $32,250 | $4,714+584.2% | $4,084+689.7% | $6,507+395.6% |
| Admin fee / account holder | $9,467 | $10,433-9.3% | $8,777+7.9% | $12,624-25.0% |