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 | $841,651 | $159,602+427.3% | $150,045+460.9% | $142,382+491.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 3.91% | 70.24%-66.3pp | 62.55%-58.6pp | 217.08%-213.2pp |
| Employer contribution / active EE | $1,497 | $4,961-69.8% | $4,693-68.1% | $4,299-65.2% |
| Participant deferral / active EE | $3,592 | $8,310-56.8% | $7,997-55.1% | $6,507-44.8% |
| Admin fee / account holder | $33,872 | $14,846+128.1% | $13,435+152.1% | $12,624+168.3% |