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 6-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 | $372,571 | $159,901+133.0% | $146,958+153.5% | $145,922+155.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.16% | 98.13%-93.0pp | 418.34%-413.2pp | 561.29%-556.1pp |
| Employer contribution / active EE | $14,752 | $5,286+179.1% | $4,933+199.0% | $4,660+216.6% |
| Participant deferral / active EE | $3,093 | $8,428-63.3% | $8,070-61.7% | $6,688-53.8% |
| Admin fee / account holder | $17,370 | $15,044+15.5% | $12,998+33.6% | $13,397+29.7% |