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 | $617,885 | $176,812+249.5% | $146,665+321.3% | $167,490+268.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 0.25% | 24.03%-23.8pp | 22.74%-22.5pp | 478.56%-478.3pp |
| Employer contribution / active EE | $22,921 | $5,160+344.2% | $4,136+454.1% | $4,837+373.8% |
| Participant deferral / active EE | $26,000 | $6,440+303.7% | $5,506+372.2% | $6,341+310.0% |
| Admin fee / account holder | $23,342 | $13,259+76.0% | $10,280+127.1% | $12,309+89.6% |