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 | $1,273,667 | $114,381+1013.5% | $107,525+1084.5% | $142,382+794.5% |
| Participation rate | 78.6% | 78.1%+0.4pp | 75.1%+3.5pp | 80.1%-1.5pp |
| Annual return | 9.24% | 242.71%-233.5pp | 181.32%-172.1pp | 217.08%-207.8pp |
| Employer contribution / active EE | $2,804 | $4,015-30.2% | $3,754-25.3% | $4,299-34.8% |
| Participant deferral / active EE | $4,620 | $5,564-17.0% | $5,116-9.7% | $6,507-29.0% |
| Admin fee / account holder | $83,260 | $9,860+744.4% | $8,919+833.5% | $12,624+559.6% |