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 | $307,349 | $189,613+62.1% | $167,512+83.5% | $142,382+115.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 4.45% | 2024.68%-2020.2pp | 1615.79%-1611.3pp | 217.08%-212.6pp |
| Employer contribution / active EE | $5,833 | $4,349+34.1% | $3,882+50.3% | $4,299+35.7% |
| Participant deferral / active EE | $6,875 | $6,981-1.5% | $6,405+7.3% | $6,507+5.7% |
| Admin fee / account holder | $6,187 | $10,528-41.2% | $9,769-36.7% | $12,624-51.0% |