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 5-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 | $1,077,844 | $179,726+499.7% | $156,263+589.8% | $142,382+657.0% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.9%-3.9pp | 80.1%-5.1pp |
| Annual return | -6.06% | 77.86%-83.9pp | 59.47%-65.5pp | 217.08%-223.1pp |
| Employer contribution / active EE | $2,414 | $5,069-52.4% | $4,333-44.3% | $4,299-43.8% |
| Participant deferral / active EE | $3,111 | $6,956-55.3% | $6,158-49.5% | $6,507-52.2% |
| Admin fee / account holder | $19,524 | $17,272+13.0% | $14,255+37.0% | $12,624+54.7% |