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 | $445,338 | $176,056+153.0% | $159,436+179.3% | $167,490+165.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 6.23% | 331.75%-325.5pp | 263.57%-257.3pp | 478.56%-472.3pp |
| Employer contribution / active EE | $21,131 | $5,297+298.9% | $4,829+337.5% | $4,837+336.8% |
| Participant deferral / active EE | $14,900 | $7,750+92.3% | $7,352+102.7% | $6,341+135.0% |
| Admin fee / account holder | $2,773 | $12,554-77.9% | $10,799-74.3% | $12,309-77.5% |