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 | $590,786 | $159,901+269.5% | $146,958+302.0% | $145,922+304.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.39% | 98.13%-88.7pp | 418.34%-408.9pp | 561.29%-551.9pp |
| Employer contribution / active EE | $11,447 | $5,286+116.6% | $4,933+132.1% | $4,660+145.7% |
| Participant deferral / active EE | $14,595 | $8,428+73.2% | $8,070+80.9% | $6,688+118.2% |
| Admin fee / account holder | $18,110 | $15,044+20.4% | $12,998+39.3% | $13,397+35.2% |