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 7-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 | $615,223 | $70,756+769.5% | $65,493+839.4% | $142,382+332.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 8.85% | 1754.89%-1746.0pp | 982.45%-973.6pp | 217.08%-208.2pp |
| Employer contribution / active EE | $38,250 | $2,881+1227.9% | $2,574+1385.9% | $4,299+789.7% |
| Participant deferral / active EE | $27,250 | $4,637+487.6% | $3,961+587.9% | $6,507+318.8% |
| Admin fee / account holder | $60,036 | $6,559+815.3% | $5,028+1094.0% | $12,624+375.6% |