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 | $446,890 | $214,378+108.5% | $200,582+122.8% | $142,382+213.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 8.52% | 46.41%-37.9pp | 42.33%-33.8pp | 217.08%-208.6pp |
| Employer contribution / active EE | $13,979 | $6,841+104.3% | $6,419+117.8% | $4,299+225.2% |
| Participant deferral / active EE | $16,600 | $9,865+68.3% | $9,331+77.9% | $6,507+155.1% |
| Admin fee / account holder | $15,053 | $17,692-14.9% | $16,305-7.7% | $12,624+19.2% |