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 | $681,440 | $148,534+358.8% | $135,903+401.4% | $139,434+388.7% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 10.47% | 79.19%-68.7pp | 68.23%-57.8pp | 372.94%-362.5pp |
| Employer contribution / active EE | $11,102 | $5,243+111.8% | $4,856+128.6% | $4,751+133.7% |
| Participant deferral / active EE | $9,926 | $8,100+22.5% | $7,758+28.0% | $6,710+47.9% |
| Admin fee / account holder | $15,353 | $12,400+23.8% | $10,762+42.7% | $11,403+34.6% |