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 | $686,904 | $100,773+581.6% | $88,946+672.3% | $142,382+382.4% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.8%+11.2pp | 80.1%-0.1pp |
| Annual return | 9.42% | 70.18%-60.8pp | 57.82%-48.4pp | 217.08%-207.7pp |
| Employer contribution / active EE | $18,642 | $2,918+538.9% | $2,555+629.6% | $4,299+333.6% |
| Participant deferral / active EE | $31,415 | $5,230+500.6% | $4,581+585.7% | $6,507+382.8% |
| Admin fee / account holder | $348,902 | $9,693+3499.5% | $8,261+4123.5% | $12,624+2663.9% |