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 | $681,629 | $150,187+353.9% | $120,354+466.4% | $145,922+367.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 7.79% | 154.07%-146.3pp | 107.15%-99.4pp | 561.29%-553.5pp |
| Employer contribution / active EE | $24,923 | $4,348+473.2% | $3,463+619.8% | $4,660+434.9% |
| Participant deferral / active EE | $1,739 | $6,173-71.8% | $4,991-65.2% | $6,688-74.0% |
| Admin fee / account holder | $458,074 | $12,207+3652.6% | $9,423+4761.3% | $13,397+3319.2% |