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 | $409,421 | $159,901+156.0% | $146,958+178.6% | $145,922+180.6% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.2pp | 80.3%+12.0pp |
| Annual return | 9.24% | 98.13%-88.9pp | 418.34%-409.1pp | 561.29%-552.0pp |
| Employer contribution / active EE | $25,000 | $5,286+372.9% | $4,933+406.8% | $4,660+436.5% |
| Participant deferral / active EE | $4,420 | $8,428-47.6% | $8,070-45.2% | $6,688-33.9% |
| Admin fee / account holder | $40,568 | $15,044+169.7% | $12,998+212.1% | $13,397+202.8% |