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 4-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 | $256,632 | $91,538+180.4% | $129,995+97.4% | $75,163+241.4% |
| Participation rate | 93.8% | 71.4%+22.3pp | 78.5%+15.3pp | 67.2%+26.6pp |
| Annual return | 12.41% | -631.11%+643.5pp | -137.18%+149.6pp | 160.62%-148.2pp |
| Employer contribution / active EE | $2,626 | $2,845-7.7% | $4,320-39.2% | $2,670-1.6% |
| Participant deferral / active EE | $7,716 | $4,341+77.7% | $5,820+32.6% | $4,125+87.0% |
| Admin fee / account holder | $9,237 | $6,790+36.0% | $10,614-13.0% | $5,651+63.5% |