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 | $704,823 | $179,726+292.2% | $156,263+351.0% | $142,382+395.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 8.93% | 77.86%-68.9pp | 59.47%-50.5pp | 217.08%-208.1pp |
| Employer contribution / active EE | $16,093 | $5,069+217.5% | $4,333+271.4% | $4,299+274.3% |
| Participant deferral / active EE | $18,643 | $6,956+168.0% | $6,158+202.7% | $6,507+186.5% |
| Admin fee / account holder | $316,053 | $17,272+1729.8% | $14,255+2117.2% | $12,624+2403.6% |