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 | $518,622 | $159,602+224.9% | $150,045+245.6% | $142,382+264.2% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.3%-4.5pp | 80.1%-2.3pp |
| Annual return | 8.26% | 70.24%-62.0pp | 62.55%-54.3pp | 217.08%-208.8pp |
| Employer contribution / active EE | $3,549 | $4,961-28.5% | $4,693-24.4% | $4,299-17.5% |
| Participant deferral / active EE | $9,980 | $8,310+20.1% | $7,997+24.8% | $6,507+53.4% |
| Admin fee / account holder | $3,207 | $14,846-78.4% | $13,435-76.1% | $12,624-74.6% |