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 | $423,213 | $167,484+152.7% | $151,611+179.1% | $134,475+214.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -26.62% | 7.80%-34.4pp | 3.33%-29.9pp | 417.96%-444.6pp |
| Employer contribution / active EE | $3,277 | $6,829-52.0% | $6,166-46.9% | $4,740-30.9% |
| Participant deferral / active EE | $11,548 | $8,986+28.5% | $8,363+38.1% | $6,400+80.4% |
| Admin fee / account holder | $22,750 | $13,783+65.1% | $11,616+95.9% | $11,426+99.1% |