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 | $517,484 | $61,272+744.6% | $149,673+245.7% | $71,457+624.2% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 9.84% | 35.85%-26.0pp | 134.42%-124.6pp | 28.85%-19.0pp |
| Employer contribution / active EE | $19,102 | $2,378+703.2% | $4,818+296.5% | $2,588+638.2% |
| Participant deferral / active EE | $15,891 | $2,917+444.8% | $5,680+179.8% | $4,289+270.5% |
| Admin fee / account holder | $11,557 | $1,261+816.2% | $13,210-12.5% | $1,587+628.1% |