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 | $1,013,743 | $183,963+451.1% | $162,163+525.1% | $152,861+563.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 6.02% | 150.76%-144.7pp | 115.59%-109.6pp | 345.32%-339.3pp |
| Employer contribution / active EE | $25,500 | $6,371+300.3% | $5,614+354.2% | $4,762+435.5% |
| Participant deferral / active EE | $19,163 | $8,034+138.5% | $7,298+162.6% | $5,850+227.6% |
| Admin fee / account holder | $26,928 | $13,121+105.2% | $10,843+148.4% | $11,596+132.2% |