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 | $414,553 | $159,901+159.3% | $146,958+182.1% | $145,922+184.1% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.8pp | 80.3%+10.6pp |
| Annual return | 9.45% | 98.13%-88.7pp | 418.34%-408.9pp | 561.29%-551.8pp |
| Employer contribution / active EE | $5,601 | $5,286+6.0% | $4,933+13.5% | $4,660+20.2% |
| Participant deferral / active EE | $11,137 | $8,428+32.1% | $8,070+38.0% | $6,688+66.5% |
| Admin fee / account holder | $201,189 | $15,044+1237.4% | $12,998+1447.8% | $13,397+1401.7% |