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 | $487,482 | $89,753+443.1% | $107,525+353.4% | $84,808+474.8% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 12.23% | 29.48%-17.3pp | 181.32%-169.1pp | 40.90%-28.7pp |
| Employer contribution / active EE | $29,303 | $3,113+841.2% | $3,754+680.7% | $2,631+1013.8% |
| Participant deferral / active EE | $9,849 | $4,056+142.8% | $5,116+92.5% | $4,212+133.9% |
| Admin fee / account holder | $77,461 | $7,222+972.6% | $8,919+768.5% | $7,344+954.8% |