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 | $302,714 | $115,770+161.5% | $101,248+199.0% | $158,922+90.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 4.91% | 56.14%-51.2pp | 46.47%-41.6pp | 302.83%-297.9pp |
| Employer contribution / active EE | $10,005 | $4,175+139.7% | $3,660+173.4% | $4,761+110.1% |
| Participant deferral / active EE | $4,045 | $4,957-18.4% | $4,370-7.4% | $5,982-32.4% |
| Admin fee / account holder | $5,959 | $7,245-17.7% | $5,945+0.2% | $11,246-47.0% |