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 | $483,434 | $157,256+207.4% | $141,162+242.5% | $152,861+216.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 6.10% | 64.32%-58.2pp | 71.39%-65.3pp | 345.32%-339.2pp |
| Employer contribution / active EE | $4,583 | $5,261-12.9% | $4,735-3.2% | $4,762-3.8% |
| Participant deferral / active EE | $10,683 | $7,109+50.3% | $6,709+59.2% | $5,850+82.6% |
| Admin fee / account holder | $34,738 | $12,120+186.6% | $10,261+238.5% | $11,596+199.6% |