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 | $900,689 | $106,515+745.6% | $96,683+831.6% | $139,434+546.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 7.91% | 38.43%-30.5pp | 35.69%-27.8pp | 372.94%-365.0pp |
| Employer contribution / active EE | $40,000 | $4,103+874.9% | $3,737+970.5% | $4,751+742.0% |
| Participant deferral / active EE | $4,800 | $5,454-12.0% | $4,878-1.6% | $6,710-28.5% |
| Admin fee / account holder | $18,934 | $7,877+140.4% | $6,730+181.4% | $11,403+66.1% |