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 | $503,689 | $148,978+238.1% | $200,582+151.1% | $84,808+493.9% |
| Participation rate | 97.0% | 84.2%+12.7pp | 86.9%+10.1pp | 68.3%+28.7pp |
| Annual return | 1.83% | 28.16%-26.3pp | 42.33%-40.5pp | 40.90%-39.1pp |
| Employer contribution / active EE | $5,195 | $4,815+7.9% | $6,419-19.1% | $2,631+97.4% |
| Participant deferral / active EE | $8,395 | $7,142+17.5% | $9,331-10.0% | $4,212+99.3% |
| Admin fee / account holder | $13,302 | $13,977-4.8% | $16,305-18.4% | $7,344+81.1% |