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 8-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 | $326,821 | $78,672+315.4% | $109,143+199.4% | $85,850+280.7% |
| Participation rate | 95.3% | 68.3%+27.1pp | 75.9%+19.5pp | 69.3%+26.0pp |
| Annual return | 9.84% | 25.09%-15.2pp | 25.75%-15.9pp | 318.53%-308.7pp |
| Employer contribution / active EE | $26,137 | $2,735+855.7% | $3,722+602.2% | $2,565+918.9% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,653-100.0% | $3,952-100.0% |
| Admin fee / account holder | $18,328 | $5,469+235.1% | $6,752+171.4% | $6,260+192.8% |