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 | $257,958 | $117,841+118.9% | $102,423+151.9% | $145,922+76.8% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 7.01% | 31.65%-24.6pp | 29.32%-22.3pp | 561.29%-554.3pp |
| Employer contribution / active EE | $1,806 | $3,615-50.0% | $3,023-40.3% | $4,660-61.2% |
| Participant deferral / active EE | $3,348 | $5,731-41.6% | $5,053-33.7% | $6,688-49.9% |
| Admin fee / account holder | $64,215 | $13,326+381.9% | $9,451+579.5% | $13,397+379.3% |