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 | $845,862 | $159,901+429.0% | $146,958+475.6% | $145,922+479.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.94% | 98.13%-93.2pp | 418.34%-413.4pp | 561.29%-556.3pp |
| Employer contribution / active EE | $15,166 | $5,286+186.9% | $4,933+207.4% | $4,660+225.5% |
| Participant deferral / active EE | $19,461 | $8,428+130.9% | $8,070+141.2% | $6,688+191.0% |
| Admin fee / account holder | $24,629 | $15,044+63.7% | $12,998+89.5% | $13,397+83.8% |