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 | $288,891 | $189,613+52.4% | $167,512+72.5% | $142,382+102.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 2.85% | 2024.68%-2021.8pp | 1615.79%-1612.9pp | 217.08%-214.2pp |
| Employer contribution / active EE | $9,524 | $4,349+119.0% | $3,882+145.4% | $4,299+121.5% |
| Participant deferral / active EE | $2,476 | $6,981-64.5% | $6,405-61.3% | $6,507-61.9% |
| Admin fee / account holder | $39,312 | $10,528+273.4% | $9,769+302.4% | $12,624+211.4% |