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 7-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 | $347,818 | $74,888+364.4% | $71,209+388.4% | $142,382+144.3% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 11.57% | 345.14%-333.6pp | 282.51%-270.9pp | 217.08%-205.5pp |
| Employer contribution / active EE | $6,998 | $2,854+145.2% | $2,721+157.2% | $4,299+62.8% |
| Participant deferral / active EE | $13,181 | $4,454+195.9% | $4,175+215.7% | $6,507+102.6% |
| Admin fee / account holder | $23,714 | $5,568+325.9% | $5,349+343.4% | $12,624+87.9% |