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 | $532,952 | $133,922+298.0% | $116,228+358.5% | $142,382+274.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 7.58% | 147.76%-140.2pp | 90.06%-82.5pp | 217.08%-209.5pp |
| Employer contribution / active EE | $14,070 | $3,446+308.4% | $2,994+369.9% | $4,299+227.3% |
| Participant deferral / active EE | $11,891 | $5,672+109.6% | $4,953+140.1% | $6,507+82.7% |
| Admin fee / account holder | $27,146 | $14,945+81.6% | $11,989+126.4% | $12,624+115.0% |