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 | $525,094 | $74,888+601.2% | $71,209+637.4% | $142,382+268.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 12.95% | 345.14%-332.2pp | 282.51%-269.6pp | 217.08%-204.1pp |
| Employer contribution / active EE | $12,982 | $2,854+354.8% | $2,721+377.1% | $4,299+202.0% |
| Participant deferral / active EE | $21,460 | $4,454+381.8% | $4,175+414.0% | $6,507+229.8% |
| Admin fee / account holder | $2,324 | $5,568-58.3% | $5,349-56.5% | $12,624-81.6% |