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 7-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 | $359,046 | $111,754+221.3% | $103,333+247.5% | $145,922+146.1% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 8.56% | 24.77%-16.2pp | 24.88%-16.3pp | 561.29%-552.7pp |
| Employer contribution / active EE | $6,061 | $4,212+43.9% | $3,868+56.7% | $4,660+30.1% |
| Participant deferral / active EE | $6,383 | $5,619+13.6% | $5,057+26.2% | $6,688-4.6% |
| Admin fee / account holder | $1,363 | $9,750-86.0% | $8,355-83.7% | $13,397-89.8% |