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 | $286,473 | $100,852+184.1% | $90,404+216.9% | $158,922+80.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 2.27% | 1724.20%-1721.9pp | 1293.02%-1290.7pp | 302.83%-300.6pp |
| Employer contribution / active EE | $1,760 | $3,689-52.3% | $3,262-46.1% | $4,761-63.0% |
| Participant deferral / active EE | $9,040 | $4,348+107.9% | $3,963+128.1% | $5,982+51.1% |
| Admin fee / account holder | $1,374 | $6,501-78.9% | $5,611-75.5% | $11,246-87.8% |