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 9-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 | $259,035 | $124,281+108.4% | $109,143+137.3% | $167,490+54.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 8.48% | 26.04%-17.6pp | 25.75%-17.3pp | 478.56%-470.1pp |
| Employer contribution / active EE | $14,345 | $4,207+241.0% | $3,722+285.4% | $4,837+196.5% |
| Participant deferral / active EE | $8,259 | $5,255+57.2% | $4,653+77.5% | $6,341+30.2% |
| Admin fee / account holder | $5,481 | $7,970-31.2% | $6,752-18.8% | $12,309-55.5% |