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 | $529,480 | $214,378+147.0% | $200,582+164.0% | $142,382+271.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 3.45% | 46.41%-43.0pp | 42.33%-38.9pp | 217.08%-213.6pp |
| Employer contribution / active EE | $17,650 | $6,841+158.0% | $6,419+175.0% | $4,299+310.6% |
| Participant deferral / active EE | $20,500 | $9,865+107.8% | $9,331+119.7% | $6,507+215.0% |
| Admin fee / account holder | $16,689 | $17,692-5.7% | $16,305+2.4% | $12,624+32.2% |