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 | $326,727 | $102,966+217.3% | $90,281+261.9% | $152,861+113.7% |
| Participation rate | 91.7% | 75.9%+15.8pp | 73.3%+18.4pp | 82.4%+9.2pp |
| Annual return | 6.09% | 95.16%-89.1pp | 78.10%-72.0pp | 345.32%-339.2pp |
| Employer contribution / active EE | $1,196 | $3,139-61.9% | $2,854-58.1% | $4,762-74.9% |
| Participant deferral / active EE | $1,661 | $4,281-61.2% | $3,885-57.2% | $5,850-71.6% |
| Admin fee / account holder | $18,163 | $6,171+194.3% | $5,351+239.4% | $11,596+56.6% |