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 | $631,088 | $179,726+251.1% | $156,263+303.9% | $142,382+343.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 8.45% | 77.86%-69.4pp | 59.47%-51.0pp | 217.08%-208.6pp |
| Employer contribution / active EE | $6,794 | $5,069+34.0% | $4,333+56.8% | $4,299+58.0% |
| Participant deferral / active EE | $10,303 | $6,956+48.1% | $6,158+67.3% | $6,507+58.3% |
| Admin fee / account holder | $17,630 | $17,272+2.1% | $14,255+23.7% | $12,624+39.7% |