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 | $523,335 | $171,865+204.5% | $149,718+249.5% | $147,584+254.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 7.99% | 2113.22%-2105.2pp | 1501.63%-1493.6pp | 578.55%-570.6pp |
| Employer contribution / active EE | $6,000 | $6,275-4.4% | $5,445+10.2% | $4,876+23.0% |
| Participant deferral / active EE | $9,829 | $7,271+35.2% | $6,569+49.6% | $5,439+80.7% |
| Admin fee / account holder | $14,286 | $13,799+3.5% | $11,283+26.6% | $10,885+31.2% |