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 | $1,039,515 | $175,202+493.3% | $149,673+594.5% | $139,434+645.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 6.89% | 166.71%-159.8pp | 134.42%-127.5pp | 372.94%-366.1pp |
| Employer contribution / active EE | $11,529 | $5,474+110.6% | $4,818+139.3% | $4,751+142.7% |
| Participant deferral / active EE | $6,800 | $6,519+4.3% | $5,680+19.7% | $6,710+1.3% |
| Admin fee / account holder | $6,075 | $16,150-62.4% | $13,210-54.0% | $11,403-46.7% |