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 | $368,622 | $214,378+71.9% | $200,582+83.8% | $142,382+158.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 7.76% | 46.41%-38.6pp | 42.33%-34.6pp | 217.08%-209.3pp |
| Employer contribution / active EE | $16,961 | $6,841+147.9% | $6,419+164.2% | $4,299+294.5% |
| Participant deferral / active EE | $12,800 | $9,865+29.8% | $9,331+37.2% | $6,507+96.7% |
| Admin fee / account holder | $16,847 | $17,692-4.8% | $16,305+3.3% | $12,624+33.5% |