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 | $332,072 | $93,571+254.9% | $135,903+144.3% | $75,163+341.8% |
| Participation rate | 98.4% | 75.2%+23.2pp | 81.9%+16.5pp | 67.2%+31.2pp |
| Annual return | 9.00% | 30.90%-21.9pp | 68.23%-59.2pp | 160.62%-151.6pp |
| Employer contribution / active EE | $1,837 | $3,537-48.0% | $4,856-62.2% | $2,670-31.2% |
| Participant deferral / active EE | $4,738 | $6,404-26.0% | $7,758-38.9% | $4,125+14.9% |
| Admin fee / account holder | $934 | $6,975-86.6% | $10,762-91.3% | $5,651-83.5% |