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 | $682,559 | $183,963+271.0% | $162,163+320.9% | $152,861+346.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 12.40% | 150.76%-138.4pp | 115.59%-103.2pp | 345.32%-332.9pp |
| Employer contribution / active EE | $7,100 | $6,371+11.4% | $5,614+26.5% | $4,762+49.1% |
| Participant deferral / active EE | $3,575 | $8,034-55.5% | $7,298-51.0% | $5,850-38.9% |
| Admin fee / account holder | $1,300,379 | $13,121+9810.3% | $10,843+11893.3% | $11,596+11113.6% |