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 | $347,223 | $150,440+130.8% | $136,294+154.8% | $147,584+135.3% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 6.84% | 1049.08%-1042.2pp | 5155.94%-5149.1pp | 578.55%-571.7pp |
| Employer contribution / active EE | $5,164 | $5,256-1.8% | $4,695+10.0% | $4,876+5.9% |
| Participant deferral / active EE | $8,154 | $6,630+23.0% | $6,247+30.5% | $5,439+49.9% |
| Admin fee / account holder | $13,273 | $10,905+21.7% | $9,243+43.6% | $10,885+21.9% |