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 | $796,269 | $159,602+398.9% | $150,045+430.7% | $142,382+459.2% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 10.00% | 70.24%-60.2pp | 62.55%-52.6pp | 217.08%-207.1pp |
| Employer contribution / active EE | $9,689 | $4,961+95.3% | $4,693+106.5% | $4,299+125.4% |
| Participant deferral / active EE | $13,985 | $8,310+68.3% | $7,997+74.9% | $6,507+114.9% |
| Admin fee / account holder | $225,257 | $14,846+1417.2% | $13,435+1576.7% | $12,624+1684.4% |