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 7-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 | $642,386 | $228,332+181.3% | $185,823+245.7% | $158,922+304.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | -2.73% | 40.80%-43.5pp | 35.95%-38.7pp | 302.83%-305.6pp |
| Employer contribution / active EE | $4,905 | $4,967-1.2% | $4,087+20.0% | $4,761+3.0% |
| Participant deferral / active EE | $26,720 | $6,415+316.6% | $5,632+374.4% | $5,982+346.7% |
| Admin fee / account holder | $64,430 | $11,864+443.1% | $9,500+578.2% | $11,246+472.9% |