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 7-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 | $601,534 | $159,602+276.9% | $150,045+300.9% | $142,382+322.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 6.51% | 70.24%-63.7pp | 62.55%-56.0pp | 217.08%-210.6pp |
| Employer contribution / active EE | $4,534 | $4,961-8.6% | $4,693-3.4% | $4,299+5.5% |
| Participant deferral / active EE | $20,527 | $8,310+147.0% | $7,997+156.7% | $6,507+215.5% |
| Admin fee / account holder | $1,904 | $14,846-87.2% | $13,435-85.8% | $12,624-84.9% |