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 | $973,943 | $203,436+378.7% | $152,466+538.8% | $167,490+481.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 7.58% | 13.80%-6.2pp | 757.33%-749.7pp | 478.56%-471.0pp |
| Employer contribution / active EE | $11,675 | $5,220+123.7% | $4,327+169.9% | $4,837+141.4% |
| Participant deferral / active EE | $12,746 | $6,716+89.8% | $5,820+119.0% | $6,341+101.0% |
| Admin fee / account holder | $29,855 | $22,506+32.7% | $15,805+88.9% | $12,309+142.5% |