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 | $830,450 | $74,888+1008.9% | $71,209+1066.2% | $142,382+483.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 10.37% | 345.14%-334.8pp | 282.51%-272.1pp | 217.08%-206.7pp |
| Employer contribution / active EE | $1,000 | $2,854-65.0% | $2,721-63.2% | $4,299-76.7% |
| Participant deferral / active EE | $11,967 | $4,454+168.7% | $4,175+186.6% | $6,507+83.9% |
| Admin fee / account holder | $9,324 | $5,568+67.4% | $5,349+74.3% | $12,624-26.1% |