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 | $397,256 | $209,411+89.7% | $178,490+122.6% | $158,922+150.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.60% | 188.75%-184.2pp | 151.07%-146.5pp | 302.83%-298.2pp |
| Employer contribution / active EE | $17,200 | $5,706+201.4% | $5,011+243.3% | $4,761+261.3% |
| Participant deferral / active EE | $17,200 | $5,954+188.9% | $5,202+230.7% | $5,982+187.5% |
| Admin fee / account holder | $718 | $17,074-95.8% | $13,984-94.9% | $11,246-93.6% |