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 | $780,900 | $114,381+582.7% | $107,525+626.3% | $142,382+448.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 4.02% | 242.71%-238.7pp | 181.32%-177.3pp | 217.08%-213.1pp |
| Employer contribution / active EE | $25,666 | $4,015+539.3% | $3,754+583.8% | $4,299+497.0% |
| Participant deferral / active EE | $8,604 | $5,564+54.6% | $5,116+68.2% | $6,507+32.2% |
| Admin fee / account holder | $4,826 | $9,860-51.1% | $8,919-45.9% | $12,624-61.8% |