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 | $441,997 | $85,202+418.8% | $172,739+155.9% | $72,985+505.6% |
| Participation rate | 98.8% | 70.1%+28.7pp | 82.6%+16.1pp | 69.5%+29.3pp |
| Annual return | 3.13% | 27.32%-24.2pp | 802.84%-799.7pp | 81.00%-77.9pp |
| Employer contribution / active EE | $25,723 | $3,324+673.8% | $5,143+400.2% | $2,440+954.3% |
| Participant deferral / active EE | $14,519 | $3,260+345.3% | $5,198+179.3% | $3,607+302.5% |
| Admin fee / account holder | $24,761 | $5,884+320.8% | $13,954+77.4% | $5,124+383.2% |