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 | $706,553 | $159,901+341.9% | $146,958+380.8% | $145,922+384.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.05% | 98.13%-90.1pp | 418.34%-410.3pp | 561.29%-553.2pp |
| Employer contribution / active EE | $18,494 | $5,286+249.9% | $4,933+274.9% | $4,660+296.9% |
| Participant deferral / active EE | $10,167 | $8,428+20.6% | $8,070+26.0% | $6,688+52.0% |
| Admin fee / account holder | $3,523 | $15,044-76.6% | $12,998-72.9% | $13,397-73.7% |