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 | $681,709 | $159,602+327.1% | $150,045+354.3% | $142,382+378.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 5.67% | 70.24%-64.6pp | 62.55%-56.9pp | 217.08%-211.4pp |
| Employer contribution / active EE | $9,125 | $4,961+84.0% | $4,693+94.4% | $4,299+112.3% |
| Participant deferral / active EE | $3,291 | $8,310-60.4% | $7,997-58.8% | $6,507-49.4% |
| Admin fee / account holder | $10,000 | $14,846-32.6% | $13,435-25.6% | $12,624-20.8% |