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 | $647,511 | $159,602+305.7% | $150,045+331.5% | $142,382+354.8% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.3%+11.8pp | 80.1%+14.0pp |
| Annual return | 11.92% | 70.24%-58.3pp | 62.55%-50.6pp | 217.08%-205.2pp |
| Employer contribution / active EE | $5,764 | $4,961+16.2% | $4,693+22.8% | $4,299+34.1% |
| Participant deferral / active EE | $10,638 | $8,310+28.0% | $7,997+33.0% | $6,507+63.5% |
| Admin fee / account holder | $8,129 | $14,846-45.2% | $13,435-39.5% | $12,624-35.6% |