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 | $666,405 | $154,117+332.4% | $129,995+412.6% | $139,434+377.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 6.69% | 32.48%-25.8pp | -137.18%+143.9pp | 372.94%-366.3pp |
| Employer contribution / active EE | $9,333 | $5,289+76.5% | $4,320+116.1% | $4,751+96.5% |
| Participant deferral / active EE | $29,412 | $6,710+338.3% | $5,820+405.4% | $6,710+338.3% |
| Admin fee / account holder | $3,092 | $14,007-77.9% | $10,614-70.9% | $11,403-72.9% |