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 | $433,747 | $159,901+171.3% | $146,958+195.2% | $145,922+197.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 2.35% | 98.13%-95.8pp | 418.34%-416.0pp | 561.29%-558.9pp |
| Employer contribution / active EE | $9,915 | $5,286+87.6% | $4,933+101.0% | $4,660+112.8% |
| Participant deferral / active EE | $30,648 | $8,428+263.6% | $8,070+279.8% | $6,688+358.3% |
| Admin fee / account holder | $566,191 | $15,044+3663.6% | $12,998+4255.9% | $13,397+4126.3% |