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 | $283,517 | $102,317+177.1% | $146,958+92.9% | $80,856+250.6% |
| Participation rate | 87.5% | 75.8%+11.7pp | 82.2%+5.3pp | 67.6%+19.9pp |
| Annual return | 10.90% | 134.76%-123.9pp | 418.34%-407.4pp | 35.59%-24.7pp |
| Employer contribution / active EE | $6,214 | $3,713+67.4% | $4,933+26.0% | $2,755+125.6% |
| Participant deferral / active EE | $6,407 | $6,644-3.6% | $8,070-20.6% | $4,296+49.1% |
| Admin fee / account holder | $1,658 | $7,941-79.1% | $12,998-87.2% | $6,918-76.0% |