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 | $410,729 | $102,966+298.9% | $90,281+354.9% | $152,861+168.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 3.79% | 95.16%-91.4pp | 78.10%-74.3pp | 345.32%-341.5pp |
| Employer contribution / active EE | $6,818 | $3,139+117.2% | $2,854+138.9% | $4,762+43.2% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,850-100.0% |
| Admin fee / account holder | $18,013 | $6,171+191.9% | $5,351+236.6% | $11,596+55.3% |