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 | $504,522 | $179,726+180.7% | $156,263+222.9% | $142,382+254.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 8.47% | 77.86%-69.4pp | 59.47%-51.0pp | 217.08%-208.6pp |
| Employer contribution / active EE | $35,265 | $5,069+595.7% | $4,333+713.8% | $4,299+720.3% |
| Participant deferral / active EE | $19,500 | $6,956+180.3% | $6,158+216.6% | $6,507+199.7% |
| Admin fee / account holder | $2,784 | $17,272-83.9% | $14,255-80.5% | $12,624-77.9% |