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 | $420,478 | $148,534+183.1% | $135,903+209.4% | $139,434+201.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.94% | 79.19%-67.2pp | 68.23%-56.3pp | 372.94%-361.0pp |
| Employer contribution / active EE | $2,607 | $5,243-50.3% | $4,856-46.3% | $4,751-45.1% |
| Participant deferral / active EE | $17,650 | $8,100+117.9% | $7,758+127.5% | $6,710+163.0% |
| Admin fee / account holder | $1,737 | $12,400-86.0% | $10,762-83.9% | $11,403-84.8% |