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 9-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 | $682,450 | $159,901+326.8% | $146,958+364.4% | $145,922+367.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 3.97% | 98.13%-94.2pp | 418.34%-414.4pp | 561.29%-557.3pp |
| Employer contribution / active EE | $5,000 | $5,286-5.4% | $4,933+1.4% | $4,660+7.3% |
| Participant deferral / active EE | $30,500 | $8,428+261.9% | $8,070+277.9% | $6,688+356.1% |
| Admin fee / account holder | $7,985 | $15,044-46.9% | $12,998-38.6% | $13,397-40.4% |