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 | $1,193,548 | $114,381+943.5% | $107,525+1010.0% | $142,382+738.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 8.58% | 242.71%-234.1pp | 181.32%-172.7pp | 217.08%-208.5pp |
| Employer contribution / active EE | $3,000 | $4,015-25.3% | $3,754-20.1% | $4,299-30.2% |
| Participant deferral / active EE | $23,500 | $5,564+322.3% | $5,116+359.4% | $6,507+261.1% |
| Admin fee / account holder | $155,686 | $9,860+1479.0% | $8,919+1645.6% | $12,624+1133.3% |