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 | $358,002 | $189,613+88.8% | $167,512+113.7% | $142,382+151.4% |
| Participation rate | 81.8% | 80.1%+1.7pp | 77.1%+4.8pp | 80.1%+1.7pp |
| Annual return | 9.00% | 2024.68%-2015.7pp | 1615.79%-1606.8pp | 217.08%-208.1pp |
| Employer contribution / active EE | $915 | $4,349-79.0% | $3,882-76.4% | $4,299-78.7% |
| Participant deferral / active EE | $10,291 | $6,981+47.4% | $6,405+60.7% | $6,507+58.1% |
| Admin fee / account holder | $118,039 | $10,528+1021.2% | $9,769+1108.3% | $12,624+835.1% |