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 | $386,886 | $150,440+157.2% | $136,294+183.9% | $147,584+162.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 5.40% | 1049.08%-1043.7pp | 5155.94%-5150.5pp | 578.55%-573.2pp |
| Employer contribution / active EE | $25,994 | $5,256+394.6% | $4,695+453.6% | $4,876+433.1% |
| Participant deferral / active EE | $7,422 | $6,630+11.9% | $6,247+18.8% | $5,439+36.5% |
| Admin fee / account holder | $136,846 | $10,905+1154.9% | $9,243+1380.5% | $10,885+1157.2% |