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 | $590,843 | $157,256+275.7% | $141,162+318.6% | $152,861+286.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 11.45% | 64.32%-52.9pp | 71.39%-59.9pp | 345.32%-333.9pp |
| Employer contribution / active EE | $16,846 | $5,261+220.2% | $4,735+255.8% | $4,762+253.7% |
| Participant deferral / active EE | $7,650 | $7,109+7.6% | $6,709+14.0% | $5,850+30.8% |
| Admin fee / account holder | $14,970 | $12,120+23.5% | $10,261+45.9% | $11,596+29.1% |