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 | $362,852 | $159,901+126.9% | $146,958+146.9% | $145,922+148.7% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 9.28% | 98.13%-88.9pp | 418.34%-409.1pp | 561.29%-552.0pp |
| Employer contribution / active EE | $6,383 | $5,286+20.8% | $4,933+29.4% | $4,660+37.0% |
| Participant deferral / active EE | $5,236 | $8,428-37.9% | $8,070-35.1% | $6,688-21.7% |
| Admin fee / account holder | $9,796 | $15,044-34.9% | $12,998-24.6% | $13,397-26.9% |