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 | $514,704 | $202,318+154.4% | $172,739+198.0% | $152,861+236.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 6.04% | 1029.65%-1023.6pp | 802.84%-796.8pp | 345.32%-339.3pp |
| Employer contribution / active EE | $40,600 | $5,856+593.3% | $5,143+689.4% | $4,762+752.5% |
| Participant deferral / active EE | $19,344 | $5,948+225.2% | $5,198+272.2% | $5,850+230.7% |
| Admin fee / account holder | $355,647 | $17,109+1978.8% | $13,954+2448.7% | $11,596+2966.9% |