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 | $274,112 | $159,602+71.7% | $150,045+82.7% | $142,382+92.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 7.68% | 70.24%-62.6pp | 62.55%-54.9pp | 217.08%-209.4pp |
| Employer contribution / active EE | $7,121 | $4,961+43.6% | $4,693+51.7% | $4,299+65.6% |
| Participant deferral / active EE | $7,475 | $8,310-10.0% | $7,997-6.5% | $6,507+14.9% |
| Admin fee / account holder | $336,316 | $14,846+2165.3% | $13,435+2403.3% | $12,624+2564.2% |