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 | $570,357 | $159,602+257.4% | $150,045+280.1% | $142,382+300.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 10.81% | 70.24%-59.4pp | 62.55%-51.7pp | 217.08%-206.3pp |
| Employer contribution / active EE | $5,211 | $4,961+5.1% | $4,693+11.0% | $4,299+21.2% |
| Participant deferral / active EE | $9,042 | $8,310+8.8% | $7,997+13.1% | $6,507+39.0% |
| Admin fee / account holder | $19,825 | $14,846+33.5% | $13,435+47.6% | $12,624+57.0% |