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 8-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 | $353,229 | $214,378+64.8% | $200,582+76.1% | $142,382+148.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 3.98% | 46.41%-42.4pp | 42.33%-38.4pp | 217.08%-213.1pp |
| Employer contribution / active EE | $32,517 | $6,841+375.3% | $6,419+406.6% | $4,299+656.4% |
| Participant deferral / active EE | $17,003 | $9,865+72.4% | $9,331+82.2% | $6,507+161.3% |
| Admin fee / account holder | $3,570 | $17,692-79.8% | $16,305-78.1% | $12,624-71.7% |