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 5-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 | $468,269 | $99,877+368.8% | $84,966+451.1% | $145,922+220.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 7.18% | 83.76%-76.6pp | 66.38%-59.2pp | 561.29%-554.1pp |
| Employer contribution / active EE | $19,283 | $3,231+496.7% | $2,727+607.1% | $4,660+313.8% |
| Participant deferral / active EE | $17,243 | $5,291+225.9% | $4,519+281.5% | $6,688+157.8% |
| Admin fee / account holder | $855 | $7,248-88.2% | $6,149-86.1% | $13,397-93.6% |