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 | $473,563 | $214,378+120.9% | $200,582+136.1% | $142,382+232.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 10.90% | 46.41%-35.5pp | 42.33%-31.4pp | 217.08%-206.2pp |
| Employer contribution / active EE | $21,353 | $6,841+212.1% | $6,419+232.7% | $4,299+396.7% |
| Participant deferral / active EE | $15,241 | $9,865+54.5% | $9,331+63.3% | $6,507+134.2% |
| Admin fee / account holder | $11,136 | $17,692-37.1% | $16,305-31.7% | $12,624-11.8% |