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 | $305,977 | $114,047+168.3% | $96,139+218.3% | $167,490+82.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 7.50% | 189.88%-182.4pp | 191.94%-184.4pp | 478.56%-471.1pp |
| Employer contribution / active EE | $11,339 | $3,427+230.9% | $2,797+305.4% | $4,837+134.4% |
| Participant deferral / active EE | $5,264 | $5,194+1.3% | $4,349+21.0% | $6,341-17.0% |
| Admin fee / account holder | $3,079 | $6,897-55.4% | $5,537-44.4% | $12,309-75.0% |