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 8-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 | $1,186,041 | $226,064+424.6% | $182,532+549.8% | $152,861+675.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 2.88% | 192.51%-189.6pp | 148.54%-145.7pp | 345.32%-342.4pp |
| Employer contribution / active EE | $19,313 | $4,978+287.9% | $4,076+373.8% | $4,762+305.5% |
| Participant deferral / active EE | $16,667 | $6,368+161.7% | $5,524+201.7% | $5,850+184.9% |
| Admin fee / account holder | $65,311 | $10,703+510.2% | $8,592+660.1% | $11,596+463.2% |