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 8-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 | $297,183 | $201,272+47.7% | $184,203+61.3% | $145,922+103.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 5.61% | 29.00%-23.4pp | 28.81%-23.2pp | 561.29%-555.7pp |
| Employer contribution / active EE | $4,195 | $7,022-40.3% | $6,427-34.7% | $4,660-10.0% |
| Participant deferral / active EE | $11,084 | $9,806+13.0% | $9,131+21.4% | $6,688+65.7% |
| Admin fee / account holder | $599 | $16,364-96.3% | $13,901-95.7% | $13,397-95.5% |