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 | $740,077 | $185,200+299.6% | $142,863+418.0% | $167,490+341.9% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 6.74% | 8555.70%-8549.0pp | 5637.54%-5630.8pp | 478.56%-471.8pp |
| Employer contribution / active EE | $25,172 | $5,604+349.2% | $4,144+507.5% | $4,837+420.4% |
| Participant deferral / active EE | $26,000 | $4,494+478.5% | $3,837+577.6% | $6,341+310.0% |
| Admin fee / account holder | $523 | $8,031-93.5% | $6,560-92.0% | $12,309-95.7% |