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 3-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 | $414,840 | $214,378+93.5% | $200,582+106.8% | $142,382+191.4% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 8.47% | 46.41%-37.9pp | 42.33%-33.9pp | 217.08%-208.6pp |
| Employer contribution / active EE | $5,837 | $6,841-14.7% | $6,419-9.1% | $4,299+35.8% |
| Participant deferral / active EE | $11,474 | $9,865+16.3% | $9,331+23.0% | $6,507+76.3% |
| Admin fee / account holder | $137,038 | $17,692+674.6% | $16,305+740.5% | $12,624+985.6% |