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 | $341,176 | $90,348+277.6% | $75,972+349.1% | $145,922+133.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 7.46% | 620.88%-613.4pp | 359.55%-352.1pp | 561.29%-553.8pp |
| Employer contribution / active EE | $10,334 | $3,311+212.1% | $2,685+284.9% | $4,660+121.8% |
| Participant deferral / active EE | $10,783 | $5,162+108.9% | $4,255+153.4% | $6,688+61.2% |
| Admin fee / account holder | $53,304 | $8,467+529.6% | $6,467+724.3% | $13,397+297.9% |