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 | $729,332 | $214,378+240.2% | $200,582+263.6% | $142,382+412.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 9.97% | 46.41%-36.4pp | 42.33%-32.4pp | 217.08%-207.1pp |
| Employer contribution / active EE | $28,485 | $6,841+316.4% | $6,419+343.8% | $4,299+562.6% |
| Participant deferral / active EE | $14,270 | $9,865+44.7% | $9,331+52.9% | $6,507+119.3% |
| Admin fee / account holder | $45,649 | $17,692+158.0% | $16,305+180.0% | $12,624+261.6% |