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 | $604,531 | $133,922+351.4% | $116,228+420.1% | $142,382+324.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 4.69% | 147.76%-143.1pp | 90.06%-85.4pp | 217.08%-212.4pp |
| Employer contribution / active EE | $36,616 | $3,446+962.7% | $2,994+1122.8% | $4,299+751.7% |
| Participant deferral / active EE | $9,944 | $5,672+75.3% | $4,953+100.8% | $6,507+52.8% |
| Admin fee / account holder | $11,364 | $14,945-24.0% | $11,989-5.2% | $12,624-10.0% |