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 | $592,804 | $159,602+271.4% | $150,045+295.1% | $142,382+316.3% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.3%-12.3pp | 80.1%-10.1pp |
| Annual return | 7.33% | 70.24%-62.9pp | 62.55%-55.2pp | 217.08%-209.7pp |
| Employer contribution / active EE | $1,845 | $4,961-62.8% | $4,693-60.7% | $4,299-57.1% |
| Participant deferral / active EE | $5,236 | $8,310-37.0% | $7,997-34.5% | $6,507-19.5% |
| Admin fee / account holder | $57,499 | $14,846+287.3% | $13,435+328.0% | $12,624+355.5% |