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 | $418,059 | $209,411+99.6% | $178,490+134.2% | $158,922+163.1% |
| Participation rate | 93.8% | 86.3%+7.4pp | 81.9%+11.8pp | 82.0%+11.8pp |
| Annual return | 4.83% | 188.75%-183.9pp | 151.07%-146.2pp | 302.83%-298.0pp |
| Employer contribution / active EE | $8,993 | $5,706+57.6% | $5,011+79.5% | $4,761+88.9% |
| Participant deferral / active EE | $4,365 | $5,954-26.7% | $5,202-16.1% | $5,982-27.0% |
| Admin fee / account holder | $15,952 | $17,074-6.6% | $13,984+14.1% | $11,246+41.9% |