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 9-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 | $326,887 | $201,272+62.4% | $184,203+77.5% | $145,922+124.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 6.18% | 29.00%-22.8pp | 28.81%-22.6pp | 561.29%-555.1pp |
| Employer contribution / active EE | $6,489 | $7,022-7.6% | $6,427+1.0% | $4,660+39.3% |
| Participant deferral / active EE | $23,870 | $9,806+143.4% | $9,131+161.4% | $6,688+256.9% |
| Admin fee / account holder | $717 | $16,364-95.6% | $13,901-94.8% | $13,397-94.7% |