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 | $1,124,434 | $202,318+455.8% | $172,739+550.9% | $152,861+635.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 7.26% | 1029.65%-1022.4pp | 802.84%-795.6pp | 345.32%-338.1pp |
| Employer contribution / active EE | $10,000 | $5,856+70.8% | $5,143+94.4% | $4,762+110.0% |
| Participant deferral / active EE | $2,604 | $5,948-56.2% | $5,198-49.9% | $5,850-55.5% |
| Admin fee / account holder | $76,546 | $17,109+347.4% | $13,954+448.6% | $11,596+560.1% |