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 | $825,519 | $159,602+417.2% | $150,045+450.2% | $142,382+479.8% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.3%-3.8pp | 80.1%-1.5pp |
| Annual return | 11.93% | 70.24%-58.3pp | 62.55%-50.6pp | 217.08%-205.1pp |
| Employer contribution / active EE | $22,366 | $4,961+350.9% | $4,693+376.6% | $4,299+420.3% |
| Participant deferral / active EE | $12,337 | $8,310+48.5% | $7,997+54.3% | $6,507+89.6% |
| Admin fee / account holder | $72,542 | $14,846+388.6% | $13,435+440.0% | $12,624+474.6% |