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 7-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 | $403,244 | $214,378+88.1% | $200,582+101.0% | $142,382+183.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 0.89% | 46.41%-45.5pp | 42.33%-41.4pp | 217.08%-216.2pp |
| Employer contribution / active EE | $30,225 | $6,841+341.8% | $6,419+370.9% | $4,299+603.0% |
| Participant deferral / active EE | $27,000 | $9,865+173.7% | $9,331+189.4% | $6,507+314.9% |
| Admin fee / account holder | $10,542 | $17,692-40.4% | $16,305-35.3% | $12,624-16.5% |