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 | $466,067 | $175,202+166.0% | $149,673+211.4% | $139,434+234.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 7.45% | 166.71%-159.3pp | 134.42%-127.0pp | 372.94%-365.5pp |
| Employer contribution / active EE | $15,577 | $5,474+184.6% | $4,818+223.3% | $4,751+227.9% |
| Participant deferral / active EE | $3,672 | $6,519-43.7% | $5,680-35.3% | $6,710-45.3% |
| Admin fee / account holder | $13,080 | $16,150-19.0% | $13,210-1.0% | $11,403+14.7% |