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 | $404,877 | $214,378+88.9% | $200,582+101.9% | $142,382+184.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 9.14% | 46.41%-37.3pp | 42.33%-33.2pp | 217.08%-207.9pp |
| Employer contribution / active EE | $2,112 | $6,841-69.1% | $6,419-67.1% | $4,299-50.9% |
| Participant deferral / active EE | $5,613 | $9,865-43.1% | $9,331-39.8% | $6,507-13.7% |
| Admin fee / account holder | $329 | $17,692-98.1% | $16,305-98.0% | $12,624-97.4% |