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 | $835,324 | $214,378+289.7% | $200,582+316.4% | $142,382+486.7% |
| Participation rate | 71.4% | 87.4%-16.0pp | 86.9%-15.5pp | 80.1%-8.7pp |
| Annual return | 8.76% | 46.41%-37.6pp | 42.33%-33.6pp | 217.08%-208.3pp |
| Employer contribution / active EE | $22,276 | $6,841+225.6% | $6,419+247.0% | $4,299+418.1% |
| Participant deferral / active EE | $14,170 | $9,865+43.6% | $9,331+51.9% | $6,507+117.8% |
| Admin fee / account holder | $80,082 | $17,692+352.6% | $16,305+391.2% | $12,624+534.4% |