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 | $860,949 | $185,822+363.3% | $169,993+406.5% | $139,434+517.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 5.15% | 60.50%-55.4pp | 53.37%-48.2pp | 372.94%-367.8pp |
| Employer contribution / active EE | $35,723 | $7,590+370.6% | $6,785+426.5% | $4,751+651.9% |
| Participant deferral / active EE | $14,011 | $11,622+20.6% | $10,408+34.6% | $6,710+108.8% |
| Admin fee / account holder | $189,818 | $15,381+1134.1% | $12,815+1381.2% | $11,403+1564.7% |