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 | $606,067 | $197,591+206.7% | $177,821+240.8% | $158,922+281.4% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 4.60% | 58.76%-54.2pp | 48.32%-43.7pp | 302.83%-298.2pp |
| Employer contribution / active EE | $22,000 | $6,697+228.5% | $5,918+271.7% | $4,761+362.1% |
| Participant deferral / active EE | $24,250 | $8,405+188.5% | $7,714+214.4% | $5,982+305.4% |
| Admin fee / account holder | $17,073 | $15,399+10.9% | $12,427+37.4% | $11,246+51.8% |