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 | $625,191 | $159,602+291.7% | $150,045+316.7% | $142,382+339.1% |
| Participation rate | 76.5% | 84.0%-7.5pp | 82.3%-5.9pp | 80.1%-3.6pp |
| Annual return | 10.40% | 70.24%-59.8pp | 62.55%-52.2pp | 217.08%-206.7pp |
| Employer contribution / active EE | $6,637 | $4,961+33.8% | $4,693+41.4% | $4,299+54.4% |
| Participant deferral / active EE | $14,251 | $8,310+71.5% | $7,997+78.2% | $6,507+119.0% |
| Admin fee / account holder | $21,847 | $14,846+47.2% | $13,435+62.6% | $12,624+73.1% |