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 | $328,931 | $159,901+105.7% | $146,958+123.8% | $145,922+125.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.48% | 98.13%-89.6pp | 418.34%-409.9pp | 561.29%-552.8pp |
| Employer contribution / active EE | $5,538 | $5,286+4.8% | $4,933+12.3% | $4,660+18.9% |
| Participant deferral / active EE | $4,455 | $8,428-47.1% | $8,070-44.8% | $6,688-33.4% |
| Admin fee / account holder | $5,883 | $15,044-60.9% | $12,998-54.7% | $13,397-56.1% |