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 | $663,783 | $110,261+502.0% | $95,745+593.3% | $139,434+376.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 7.62% | 27.11%-19.5pp | 28.35%-20.7pp | 372.94%-365.3pp |
| Employer contribution / active EE | $18,090 | $3,257+455.4% | $2,835+538.2% | $4,751+280.8% |
| Participant deferral / active EE | $20,916 | $4,676+347.3% | $4,245+392.8% | $6,710+211.7% |
| Admin fee / account holder | $835 | $6,613-87.4% | $5,678-85.3% | $11,403-92.7% |