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 | $270,429 | $159,901+69.1% | $146,958+84.0% | $145,922+85.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.44% | 98.13%-88.7pp | 418.34%-408.9pp | 561.29%-551.8pp |
| Employer contribution / active EE | $7,946 | $5,286+50.3% | $4,933+61.1% | $4,660+70.5% |
| Participant deferral / active EE | $9,601 | $8,428+13.9% | $8,070+19.0% | $6,688+43.6% |
| Admin fee / account holder | $215,387 | $15,044+1331.7% | $12,998+1557.1% | $13,397+1507.7% |