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 | $862,759 | $183,963+369.0% | $162,163+432.0% | $152,861+464.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 11.48% | 150.76%-139.3pp | 115.59%-104.1pp | 345.32%-333.8pp |
| Employer contribution / active EE | $5,263 | $6,371-17.4% | $5,614-6.2% | $4,762+10.5% |
| Participant deferral / active EE | $7,048 | $8,034-12.3% | $7,298-3.4% | $5,850+20.5% |
| Admin fee / account holder | $74,444 | $13,121+467.3% | $10,843+586.6% | $11,596+542.0% |