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 | $552,878 | $148,534+272.2% | $135,903+306.8% | $139,434+296.5% |
| Participation rate | 73.3% | 83.9%-10.5pp | 81.9%-8.6pp | 80.3%-7.0pp |
| Annual return | 10.89% | 79.19%-68.3pp | 68.23%-57.3pp | 372.94%-362.1pp |
| Employer contribution / active EE | $6,823 | $5,243+30.1% | $4,856+40.5% | $4,751+43.6% |
| Participant deferral / active EE | $13,568 | $8,100+67.5% | $7,758+74.9% | $6,710+102.2% |
| Admin fee / account holder | $15,560 | $12,400+25.5% | $10,762+44.6% | $11,403+36.5% |