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 | $3,009,567 | $159,901+1782.1% | $146,958+1947.9% | $145,922+1962.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.70% | 98.13%-90.4pp | 418.34%-410.6pp | 561.29%-553.6pp |
| Employer contribution / active EE | $76,205 | $5,286+1341.6% | $4,933+1444.8% | $4,660+1535.4% |
| Participant deferral / active EE | $3,200 | $8,428-62.0% | $8,070-60.3% | $6,688-52.2% |
| Admin fee / account holder | $1,315,185 | $15,044+8642.4% | $12,998+10018.3% | $13,397+9717.0% |