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 | $497,551 | $217,402+128.9% | $185,823+167.8% | $167,490+197.1% |
| Participation rate | 95.5% | 86.0%+9.4pp | 81.7%+13.8pp | 82.1%+13.3pp |
| Annual return | 4.34% | 148.36%-144.0pp | 122.05%-117.7pp | 478.56%-474.2pp |
| Employer contribution / active EE | $26,386 | $5,873+349.3% | $5,167+410.6% | $4,837+445.5% |
| Participant deferral / active EE | $18,868 | $6,356+196.8% | $5,568+238.9% | $6,341+197.5% |
| Admin fee / account holder | $140,388 | $19,811+608.6% | $16,237+764.6% | $12,309+1040.5% |