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 | $444,042 | $159,602+178.2% | $150,045+195.9% | $142,382+211.9% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.3%+4.3pp | 80.1%+6.5pp |
| Annual return | 9.75% | 70.24%-60.5pp | 62.55%-52.8pp | 217.08%-207.3pp |
| Employer contribution / active EE | $14,167 | $4,961+185.6% | $4,693+201.9% | $4,299+229.5% |
| Participant deferral / active EE | $6,772 | $8,310-18.5% | $7,997-15.3% | $6,507+4.1% |
| Admin fee / account holder | $84,828 | $14,846+471.4% | $13,435+531.4% | $12,624+572.0% |