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 | $1,459,837 | $102,317+1326.8% | $146,958+893.4% | $80,856+1705.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 5.42% | 134.76%-129.3pp | 418.34%-412.9pp | 35.59%-30.2pp |
| Employer contribution / active EE | $9,487 | $3,713+155.5% | $4,933+92.3% | $2,755+244.4% |
| Participant deferral / active EE | $0 | $6,644-100.0% | $8,070-100.0% | $4,296-100.0% |
| Admin fee / account holder | $110,604 | $7,941+1292.8% | $12,998+750.9% | $6,918+1498.8% |