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 | $1,837,062 | $177,572+934.5% | $154,803+1086.7% | $142,382+1190.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 5.73% | 65.07%-59.3pp | 58.88%-53.2pp | 217.08%-211.3pp |
| Employer contribution / active EE | $19,728 | $4,810+310.1% | $4,305+358.2% | $4,299+358.9% |
| Participant deferral / active EE | $20,547 | $6,272+227.6% | $5,540+270.8% | $6,507+215.8% |
| Admin fee / account holder | $59,567 | $16,786+254.9% | $14,329+315.7% | $12,624+371.9% |