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 | $622,655 | $148,534+319.2% | $135,903+358.2% | $139,434+346.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 10.01% | 79.19%-69.2pp | 68.23%-58.2pp | 372.94%-362.9pp |
| Employer contribution / active EE | $16,960 | $5,243+223.5% | $4,856+249.2% | $4,751+257.0% |
| Participant deferral / active EE | $15,109 | $8,100+86.5% | $7,758+94.8% | $6,710+125.2% |
| Admin fee / account holder | $270,665 | $12,400+2082.8% | $10,762+2415.0% | $11,403+2273.7% |