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 | $252,355 | $71,829+251.3% | $69,780+261.6% | $142,382+77.2% |
| Participation rate | 87.0% | 81.6%+5.4pp | 79.3%+7.7pp | 80.1%+6.8pp |
| Annual return | 8.29% | 31.01%-22.7pp | 26.31%-18.0pp | 217.08%-208.8pp |
| Employer contribution / active EE | $12,760 | $4,385+191.0% | $4,168+206.1% | $4,299+196.8% |
| Participant deferral / active EE | $3,460 | $6,819-49.3% | $6,164-43.9% | $6,507-46.8% |
| Admin fee / account holder | $42,225 | $7,818+440.1% | $7,285+479.6% | $12,624+234.5% |