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 | $385,585 | $148,534+159.6% | $135,903+183.7% | $139,434+176.5% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.8pp | 80.3%+11.3pp |
| Annual return | 3.90% | 79.19%-75.3pp | 68.23%-64.3pp | 372.94%-369.0pp |
| Employer contribution / active EE | $25,421 | $5,243+384.9% | $4,856+423.5% | $4,751+435.1% |
| Participant deferral / active EE | $13,507 | $8,100+66.7% | $7,758+74.1% | $6,710+101.3% |
| Admin fee / account holder | $95,555 | $12,400+670.6% | $10,762+787.9% | $11,403+738.0% |