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 | $939,665 | $159,602+488.8% | $150,045+526.3% | $142,382+560.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 9.30% | 70.24%-60.9pp | 62.55%-53.2pp | 217.08%-207.8pp |
| Employer contribution / active EE | $2,676 | $4,961-46.1% | $4,693-43.0% | $4,299-37.8% |
| Participant deferral / active EE | $15,500 | $8,310+86.5% | $7,997+93.8% | $6,507+138.2% |
| Admin fee / account holder | $13,123 | $14,846-11.6% | $13,435-2.3% | $12,624+4.0% |