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 | $516,751 | $177,572+191.0% | $154,803+233.8% | $142,382+262.9% |
| Participation rate | 89.5% | 82.1%+7.4pp | 78.1%+11.4pp | 80.1%+9.4pp |
| Annual return | 10.63% | 65.07%-54.4pp | 58.88%-48.3pp | 217.08%-206.4pp |
| Employer contribution / active EE | $30,493 | $4,810+533.9% | $4,305+608.2% | $4,299+609.3% |
| Participant deferral / active EE | $19,630 | $6,272+213.0% | $5,540+254.3% | $6,507+201.7% |
| Admin fee / account holder | $198,510 | $16,786+1082.6% | $14,329+1285.4% | $12,624+1472.5% |