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 | $928,266 | $228,332+306.5% | $185,823+399.5% | $158,922+484.1% |
| Participation rate | 85.7% | 82.3%+3.4pp | 78.0%+7.7pp | 82.0%+3.8pp |
| Annual return | 1.66% | 40.80%-39.1pp | 35.95%-34.3pp | 302.83%-301.2pp |
| Employer contribution / active EE | $9,295 | $4,967+87.2% | $4,087+127.4% | $4,761+95.2% |
| Participant deferral / active EE | $19,402 | $6,415+202.5% | $5,632+244.5% | $5,982+224.3% |
| Admin fee / account holder | $11,102 | $11,864-6.4% | $9,500+16.9% | $11,246-1.3% |