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 | $1,348,490 | $210,648+540.2% | $177,989+657.6% | $145,922+824.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 5.73% | 385.86%-380.1pp | 294.48%-288.8pp | 561.29%-555.6pp |
| Employer contribution / active EE | $24,667 | $4,565+440.4% | $3,949+524.7% | $4,660+429.4% |
| Participant deferral / active EE | $20,333 | $6,958+192.2% | $6,276+224.0% | $6,688+204.0% |
| Admin fee / account holder | $51,961 | $12,013+332.5% | $10,363+401.4% | $13,397+287.9% |