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 | $321,339 | $202,318+58.8% | $172,739+86.0% | $152,861+110.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 8.89% | 1029.65%-1020.8pp | 802.84%-794.0pp | 345.32%-336.4pp |
| Employer contribution / active EE | $6,494 | $5,856+10.9% | $5,143+26.3% | $4,762+36.4% |
| Participant deferral / active EE | $7,233 | $5,948+21.6% | $5,198+39.2% | $5,850+23.6% |
| Admin fee / account holder | $5,031 | $17,109-70.6% | $13,954-63.9% | $11,596-56.6% |