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 | $359,478 | $171,865+109.2% | $149,718+140.1% | $147,584+143.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 8.35% | 2113.22%-2104.9pp | 1501.63%-1493.3pp | 578.55%-570.2pp |
| Employer contribution / active EE | $45,354 | $6,275+622.8% | $5,445+733.0% | $4,876+830.1% |
| Participant deferral / active EE | $19,464 | $7,271+167.7% | $6,569+196.3% | $5,439+257.9% |
| Admin fee / account holder | $26,307 | $13,799+90.6% | $11,283+133.2% | $10,885+141.7% |