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 | $502,198 | $189,613+164.9% | $167,512+199.8% | $142,382+252.7% |
| Participation rate | 80.0% | 80.1%-0.1pp | 77.1%+2.9pp | 80.1%-0.1pp |
| Annual return | 5.94% | 2024.68%-2018.7pp | 1615.79%-1609.9pp | 217.08%-211.1pp |
| Employer contribution / active EE | $15,816 | $4,349+263.7% | $3,882+307.5% | $4,299+267.9% |
| Participant deferral / active EE | $13,310 | $6,981+90.7% | $6,405+107.8% | $6,507+104.5% |
| Admin fee / account holder | $10,651 | $10,528+1.2% | $9,769+9.0% | $12,624-15.6% |