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 8-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 | $1,363,366 | $201,272+577.4% | $184,203+640.1% | $145,922+834.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | -0.49% | 29.00%-29.5pp | 28.81%-29.3pp | 561.29%-561.8pp |
| Employer contribution / active EE | $6,000 | $7,022-14.6% | $6,427-6.6% | $4,660+28.8% |
| Participant deferral / active EE | $24,000 | $9,806+144.8% | $9,131+162.8% | $6,688+258.9% |
| Admin fee / account holder | $537,500 | $16,364+3184.7% | $13,901+3766.7% | $13,397+3912.1% |