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 8-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 | $383,998 | $159,901+140.1% | $146,958+161.3% | $145,922+163.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.95% | 98.13%-92.2pp | 418.34%-412.4pp | 561.29%-555.3pp |
| Employer contribution / active EE | $51,595 | $5,286+876.1% | $4,933+945.9% | $4,660+1007.3% |
| Participant deferral / active EE | $16,590 | $8,428+96.8% | $8,070+105.6% | $6,688+148.1% |
| Admin fee / account holder | $1,780 | $15,044-88.2% | $12,998-86.3% | $13,397-86.7% |