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 9-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 | $421,069 | $107,334+292.3% | $92,893+353.3% | $152,861+175.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 4.04% | 145.58%-141.5pp | 109.41%-105.4pp | 345.32%-341.3pp |
| Employer contribution / active EE | $13,678 | $4,221+224.0% | $3,653+274.5% | $4,762+187.2% |
| Participant deferral / active EE | $9,876 | $4,845+103.8% | $4,236+133.1% | $5,850+68.8% |
| Admin fee / account holder | $21,512 | $7,079+203.9% | $5,794+271.3% | $11,596+85.5% |