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 10-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 | $292,880 | $183,963+59.2% | $162,163+80.6% | $152,861+91.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 3.90% | 150.76%-146.9pp | 115.59%-111.7pp | 345.32%-341.4pp |
| Employer contribution / active EE | $8,397 | $6,371+31.8% | $5,614+49.6% | $4,762+76.3% |
| Participant deferral / active EE | $8,960 | $8,034+11.5% | $7,298+22.8% | $5,850+53.2% |
| Admin fee / account holder | $839 | $13,121-93.6% | $10,843-92.3% | $11,596-92.8% |