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 | $620,183 | $189,613+227.1% | $167,512+270.2% | $142,382+335.6% |
| Participation rate | 90.0% | 80.1%+9.9pp | 77.1%+12.9pp | 80.1%+9.9pp |
| Annual return | 9.99% | 2024.68%-2014.7pp | 1615.79%-1605.8pp | 217.08%-207.1pp |
| Employer contribution / active EE | $20,811 | $4,349+378.5% | $3,882+436.1% | $4,299+384.1% |
| Participant deferral / active EE | $10,778 | $6,981+54.4% | $6,405+68.3% | $6,507+65.6% |
| Admin fee / account holder | $11,002 | $10,528+4.5% | $9,769+12.6% | $12,624-12.9% |