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 | $1,295,794 | $112,096+1056.0% | $95,952+1250.5% | $158,922+715.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 5.21% | 171.09%-165.9pp | 91.61%-86.4pp | 302.83%-297.6pp |
| Employer contribution / active EE | $22,250 | $3,198+595.7% | $2,541+775.6% | $4,761+367.3% |
| Participant deferral / active EE | $17,875 | $4,784+273.6% | $4,167+329.0% | $5,982+198.8% |
| Admin fee / account holder | $11,750 | $10,130+16.0% | $6,795+72.9% | $11,246+4.5% |