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 | $300,894 | $176,056+70.9% | $159,436+88.7% | $167,490+79.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 5.96% | 331.75%-325.8pp | 263.57%-257.6pp | 478.56%-472.6pp |
| Employer contribution / active EE | $7,439 | $5,297+40.4% | $4,829+54.0% | $4,837+53.8% |
| Participant deferral / active EE | $19,850 | $7,750+156.1% | $7,352+170.0% | $6,341+213.0% |
| Admin fee / account holder | $2,366 | $12,554-81.2% | $10,799-78.1% | $12,309-80.8% |