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 | $797,518 | $114,381+597.2% | $107,525+641.7% | $142,382+460.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 7.54% | 242.71%-235.2pp | 181.32%-173.8pp | 217.08%-209.5pp |
| Employer contribution / active EE | $20,436 | $4,015+409.0% | $3,754+444.5% | $4,299+375.4% |
| Participant deferral / active EE | $9,214 | $5,564+65.6% | $5,116+80.1% | $6,507+41.6% |
| Admin fee / account holder | $8,462 | $9,860-14.2% | $8,919-5.1% | $12,624-33.0% |