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 | $266,598 | $111,754+138.6% | $103,333+158.0% | $145,922+82.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 5.58% | 24.77%-19.2pp | 24.88%-19.3pp | 561.29%-555.7pp |
| Employer contribution / active EE | $5,836 | $4,212+38.5% | $3,868+50.9% | $4,660+25.2% |
| Participant deferral / active EE | $7,676 | $5,619+36.6% | $5,057+51.8% | $6,688+14.8% |
| Admin fee / account holder | $27,480 | $9,750+181.8% | $8,355+228.9% | $13,397+105.1% |