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 | $364,465 | $214,378+70.0% | $200,582+81.7% | $142,382+156.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 4.71% | 46.41%-41.7pp | 42.33%-37.6pp | 217.08%-212.4pp |
| Employer contribution / active EE | $36,573 | $6,841+434.6% | $6,419+469.8% | $4,299+750.7% |
| Participant deferral / active EE | $8,034 | $9,865-18.6% | $9,331-13.9% | $6,507+23.5% |
| Admin fee / account holder | $9,670 | $17,692-45.3% | $16,305-40.7% | $12,624-23.4% |