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 | $348,258 | $102,317+240.4% | $146,958+137.0% | $80,856+330.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 11.20% | 134.76%-123.6pp | 418.34%-407.1pp | 35.59%-24.4pp |
| Employer contribution / active EE | $16,479 | $3,713+343.8% | $4,933+234.1% | $2,755+498.2% |
| Participant deferral / active EE | $8,357 | $6,644+25.8% | $8,070+3.6% | $4,296+94.5% |
| Admin fee / account holder | $2,123 | $7,941-73.3% | $12,998-83.7% | $6,918-69.3% |