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 | $287,903 | $165,984+73.5% | $164,813+74.7% | $145,922+97.3% |
| Participation rate | 92.9% | 82.0%+10.9pp | 78.6%+14.3pp | 80.3%+12.6pp |
| Annual return | 8.17% | 100.03%-91.9pp | 69.93%-61.8pp | 561.29%-553.1pp |
| Employer contribution / active EE | $9,483 | $5,273+79.8% | $4,341+118.5% | $4,660+103.5% |
| Participant deferral / active EE | $4,786 | $6,959-31.2% | $6,031-20.7% | $6,688-28.4% |
| Admin fee / account holder | $77,997 | $16,648+368.5% | $12,690+514.6% | $13,397+482.2% |