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 | $551,447 | $159,602+245.5% | $150,045+267.5% | $142,382+287.3% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 11.90% | 70.24%-58.3pp | 62.55%-50.7pp | 217.08%-205.2pp |
| Employer contribution / active EE | $7,139 | $4,961+43.9% | $4,693+52.1% | $4,299+66.1% |
| Participant deferral / active EE | $13,181 | $8,310+58.6% | $7,997+64.8% | $6,507+102.6% |
| Admin fee / account holder | $29,483 | $14,846+98.6% | $13,435+119.5% | $12,624+133.6% |