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 | $524,625 | $159,901+228.1% | $146,958+257.0% | $145,922+259.5% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 8.11% | 98.13%-90.0pp | 418.34%-410.2pp | 561.29%-553.2pp |
| Employer contribution / active EE | $4,980 | $5,286-5.8% | $4,933+1.0% | $4,660+6.9% |
| Participant deferral / active EE | $20,571 | $8,428+144.1% | $8,070+154.9% | $6,688+207.6% |
| Admin fee / account holder | $23,815 | $15,044+58.3% | $12,998+83.2% | $13,397+77.8% |