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 | $455,515 | $214,378+112.5% | $200,582+127.1% | $142,382+219.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 10.33% | 46.41%-36.1pp | 42.33%-32.0pp | 217.08%-206.7pp |
| Employer contribution / active EE | $46,500 | $6,841+579.7% | $6,419+624.4% | $4,299+981.6% |
| Participant deferral / active EE | $27,250 | $9,865+176.2% | $9,331+192.0% | $6,507+318.8% |
| Admin fee / account holder | $8,207 | $17,692-53.6% | $16,305-49.7% | $12,624-35.0% |