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 4-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 | $430,413 | $89,753+379.6% | $107,525+300.3% | $84,808+407.5% |
| Participation rate | 91.7% | 68.1%+23.6pp | 75.1%+16.6pp | 68.3%+23.4pp |
| Annual return | 11.03% | 29.48%-18.4pp | 181.32%-170.3pp | 40.90%-29.9pp |
| Employer contribution / active EE | $3,999 | $3,113+28.4% | $3,754+6.5% | $2,631+52.0% |
| Participant deferral / active EE | $9,400 | $4,056+131.7% | $5,116+83.8% | $4,212+123.2% |
| Admin fee / account holder | $38,065 | $7,222+427.1% | $8,919+326.8% | $7,344+418.3% |