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 | $452,431 | $159,602+183.5% | $150,045+201.5% | $142,382+217.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 3.28% | 70.24%-67.0pp | 62.55%-59.3pp | 217.08%-213.8pp |
| Employer contribution / active EE | $4,240 | $4,961-14.5% | $4,693-9.7% | $4,299-1.4% |
| Participant deferral / active EE | $28,500 | $8,310+243.0% | $7,997+256.4% | $6,507+338.0% |
| Admin fee / account holder | $4,301 | $14,846-71.0% | $13,435-68.0% | $12,624-65.9% |