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 9-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 | $327,546 | $72,400+352.4% | $67,502+385.2% | $145,922+124.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 7.03% | 7182.46%-7175.4pp | 3512.12%-3505.1pp | 561.29%-554.3pp |
| Employer contribution / active EE | $19,901 | $3,069+548.4% | $2,731+628.7% | $4,660+327.1% |
| Participant deferral / active EE | $26,180 | $4,783+447.4% | $4,000+554.5% | $6,688+291.5% |
| Admin fee / account holder | $155,081 | $5,539+2699.9% | $3,998+3779.4% | $13,397+1057.6% |