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 | $451,146 | $202,318+123.0% | $172,739+161.2% | $152,861+195.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 3.74% | 1029.65%-1025.9pp | 802.84%-799.1pp | 345.32%-341.6pp |
| Employer contribution / active EE | $57,864 | $5,856+888.1% | $5,143+1025.1% | $4,762+1115.0% |
| Participant deferral / active EE | $6,000 | $5,948+0.9% | $5,198+15.4% | $5,850+2.6% |
| Admin fee / account holder | $3,043 | $17,109-82.2% | $13,954-78.2% | $11,596-73.8% |