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 | $1,089,206 | $91,190+1094.4% | $178,490+510.2% | $79,858+1263.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 5.09% | 24.19%-19.1pp | 151.07%-146.0pp | 31.71%-26.6pp |
| Employer contribution / active EE | $33,991 | $3,256+944.0% | $5,011+578.4% | $2,471+1275.7% |
| Participant deferral / active EE | $15,393 | $3,236+375.7% | $5,202+195.9% | $3,740+311.6% |
| Admin fee / account holder | $383,121 | $6,751+5575.0% | $13,984+2639.7% | $5,306+7120.1% |