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 | $1,012,317 | $159,901+533.1% | $146,958+588.8% | $145,922+593.7% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 4.02% | 98.13%-94.1pp | 418.34%-414.3pp | 561.29%-557.3pp |
| Employer contribution / active EE | $6,059 | $5,286+14.6% | $4,933+22.8% | $4,660+30.0% |
| Participant deferral / active EE | $20,389 | $8,428+141.9% | $8,070+152.7% | $6,688+204.9% |
| Admin fee / account holder | $16,959 | $15,044+12.7% | $12,998+30.5% | $13,397+26.6% |