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 | $571,829 | $96,305+493.8% | $80,569+609.7% | $139,434+310.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 5.73% | 1350.08%-1344.4pp | 935.43%-929.7pp | 372.94%-367.2pp |
| Employer contribution / active EE | $23,177 | $3,262+610.5% | $2,723+751.0% | $4,751+387.9% |
| Participant deferral / active EE | $20,000 | $5,232+282.3% | $4,447+349.7% | $6,710+198.1% |
| Admin fee / account holder | $679 | $6,599-89.7% | $5,377-87.4% | $11,403-94.0% |