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 | $498,289 | $74,888+565.4% | $71,209+599.8% | $142,382+250.0% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.1%+8.8pp |
| Annual return | 12.38% | 345.14%-332.8pp | 282.51%-270.1pp | 217.08%-204.7pp |
| Employer contribution / active EE | $9,119 | $2,854+219.5% | $2,721+235.1% | $4,299+112.1% |
| Participant deferral / active EE | $24,471 | $4,454+449.4% | $4,175+486.1% | $6,507+276.1% |
| Admin fee / account holder | $2,276 | $5,568-59.1% | $5,349-57.5% | $12,624-82.0% |