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 | $332,242 | $115,770+187.0% | $101,248+228.1% | $158,922+109.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 6.75% | 56.14%-49.4pp | 46.47%-39.7pp | 302.83%-296.1pp |
| Employer contribution / active EE | $7,507 | $4,175+79.8% | $3,660+105.1% | $4,761+57.7% |
| Participant deferral / active EE | $9,555 | $4,957+92.7% | $4,370+118.6% | $5,982+59.7% |
| Admin fee / account holder | $1,657 | $7,245-77.1% | $5,945-72.1% | $11,246-85.3% |