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 | $655,497 | $107,934+507.3% | $91,989+612.6% | $152,861+328.8% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 11.92% | 89.24%-77.3pp | 69.02%-57.1pp | 345.32%-333.4pp |
| Employer contribution / active EE | $26,974 | $4,210+540.7% | $3,452+681.4% | $4,762+466.4% |
| Participant deferral / active EE | $19,620 | $6,364+208.3% | $5,923+231.3% | $5,850+235.4% |
| Admin fee / account holder | $17,294 | $10,520+64.4% | $7,743+123.4% | $11,596+49.1% |