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 | $424,131 | $159,602+165.7% | $150,045+182.7% | $142,382+197.9% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 12.10% | 70.24%-58.1pp | 62.55%-50.5pp | 217.08%-205.0pp |
| Employer contribution / active EE | $20,740 | $4,961+318.1% | $4,693+341.9% | $4,299+382.4% |
| Participant deferral / active EE | $10,900 | $8,310+31.2% | $7,997+36.3% | $6,507+67.5% |
| Admin fee / account holder | $3,074 | $14,846-79.3% | $13,435-77.1% | $12,624-75.6% |