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 | $575,042 | $104,907+448.1% | $84,611+579.6% | $152,861+276.2% |
| Participation rate | 83.3% | 74.8%+8.5pp | 68.2%+15.1pp | 82.4%+0.9pp |
| Annual return | 7.81% | 373.79%-366.0pp | 258.74%-250.9pp | 345.32%-337.5pp |
| Employer contribution / active EE | $3,832 | $3,302+16.1% | $2,652+44.5% | $4,762-19.5% |
| Participant deferral / active EE | $12,113 | $4,688+158.4% | $3,899+210.7% | $5,850+107.1% |
| Admin fee / account holder | $34,302 | $6,241+449.6% | $4,912+598.3% | $11,596+195.8% |