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 | $637,426 | $159,602+299.4% | $150,045+324.8% | $142,382+347.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 2.16% | 70.24%-68.1pp | 62.55%-60.4pp | 217.08%-214.9pp |
| Employer contribution / active EE | $19,921 | $4,961+301.6% | $4,693+324.5% | $4,299+363.4% |
| Participant deferral / active EE | $21,419 | $8,310+157.7% | $7,997+167.8% | $6,507+229.2% |
| Admin fee / account holder | $545,086 | $14,846+3571.5% | $13,435+3957.3% | $12,624+4218.0% |