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 | $288,041 | $159,602+80.5% | $150,045+92.0% | $142,382+102.3% |
| Participation rate | 93.3% | 84.0%+9.4pp | 82.3%+11.0pp | 80.1%+13.2pp |
| Annual return | 12.02% | 70.24%-58.2pp | 62.55%-50.5pp | 217.08%-205.1pp |
| Employer contribution / active EE | $12,197 | $4,961+145.9% | $4,693+159.9% | $4,299+183.7% |
| Participant deferral / active EE | $12,808 | $8,310+54.1% | $7,997+60.2% | $6,507+96.8% |
| Admin fee / account holder | $54,239 | $14,846+265.3% | $13,435+303.7% | $12,624+329.7% |