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 4-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 | $286,636 | $117,841+143.2% | $102,423+179.9% | $145,922+96.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 4.25% | 31.65%-27.4pp | 29.32%-25.1pp | 561.29%-557.0pp |
| Employer contribution / active EE | $43,126 | $3,615+1093.1% | $3,023+1326.4% | $4,660+825.5% |
| Participant deferral / active EE | $20,330 | $5,731+254.8% | $5,053+302.3% | $6,688+204.0% |
| Admin fee / account holder | $649 | $13,326-95.1% | $9,451-93.1% | $13,397-95.2% |