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 | $599,323 | $114,381+424.0% | $107,525+457.4% | $142,382+320.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 9.06% | 242.71%-233.7pp | 181.32%-172.3pp | 217.08%-208.0pp |
| Employer contribution / active EE | $3,169 | $4,015-21.1% | $3,754-15.6% | $4,299-26.3% |
| Participant deferral / active EE | $12,093 | $5,564+117.3% | $5,116+136.4% | $6,507+85.8% |
| Admin fee / account holder | $24,964 | $9,860+153.2% | $8,919+179.9% | $12,624+97.8% |