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 | $548,071 | $157,256+248.5% | $141,162+288.3% | $152,861+258.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 14.42% | 64.32%-49.9pp | 71.39%-57.0pp | 345.32%-330.9pp |
| Employer contribution / active EE | $6,776 | $5,261+28.8% | $4,735+43.1% | $4,762+42.3% |
| Participant deferral / active EE | $18,347 | $7,109+158.1% | $6,709+173.5% | $5,850+213.6% |
| Admin fee / account holder | $15,222 | $12,120+25.6% | $10,261+48.3% | $11,596+31.3% |