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 | $724,953 | $159,901+353.4% | $146,958+393.3% | $145,922+396.8% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.8pp |
| Annual return | 7.72% | 98.13%-90.4pp | 418.34%-410.6pp | 561.29%-553.6pp |
| Employer contribution / active EE | $7,127 | $5,286+34.8% | $4,933+44.5% | $4,660+53.0% |
| Participant deferral / active EE | $14,147 | $8,428+67.9% | $8,070+75.3% | $6,688+111.5% |
| Admin fee / account holder | $24,383 | $15,044+62.1% | $12,998+87.6% | $13,397+82.0% |