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 | $604,210 | $214,378+181.8% | $200,582+201.2% | $142,382+324.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 8.16% | 46.41%-38.2pp | 42.33%-34.2pp | 217.08%-208.9pp |
| Employer contribution / active EE | $1,967 | $6,841-71.3% | $6,419-69.4% | $4,299-54.3% |
| Participant deferral / active EE | $23,533 | $9,865+138.6% | $9,331+152.2% | $6,507+261.6% |
| Admin fee / account holder | $3,807 | $17,692-78.5% | $16,305-76.7% | $12,624-69.8% |