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 | $365,612 | $165,984+120.3% | $164,813+121.8% | $145,922+150.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.54% | 100.03%-91.5pp | 69.93%-61.4pp | 561.29%-552.7pp |
| Employer contribution / active EE | $16,179 | $5,273+206.8% | $4,341+272.7% | $4,660+247.2% |
| Participant deferral / active EE | $6,910 | $6,959-0.7% | $6,031+14.6% | $6,688+3.3% |
| Admin fee / account holder | $35,735 | $16,648+114.7% | $12,690+181.6% | $13,397+166.7% |