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 | $646,400 | $159,602+305.0% | $150,045+330.8% | $142,382+354.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 7.73% | 70.24%-62.5pp | 62.55%-54.8pp | 217.08%-209.3pp |
| Employer contribution / active EE | $15,610 | $4,961+214.7% | $4,693+232.6% | $4,299+263.1% |
| Participant deferral / active EE | $14,195 | $8,310+70.8% | $7,997+77.5% | $6,507+118.1% |
| Admin fee / account holder | $13,439 | $14,846-9.5% | $13,4350% | $12,624+6.5% |