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 | $332,578 | $108,919+205.3% | $100,391+231.3% | $145,922+127.9% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 6.00% | 57.88%-51.9pp | 49.20%-43.2pp | 561.29%-555.3pp |
| Employer contribution / active EE | $15,000 | $4,419+239.4% | $3,942+280.5% | $4,660+221.9% |
| Participant deferral / active EE | $19,125 | $8,445+126.5% | $8,082+136.6% | $6,688+186.0% |
| Admin fee / account holder | $1,348 | $9,689-86.1% | $7,899-82.9% | $13,397-89.9% |