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 | $1,419,122 | $160,055+786.6% | $140,016+913.5% | $135,375+948.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -20.92% | 911.38%-932.3pp | 651.12%-672.0pp | 519.73%-540.7pp |
| Employer contribution / active EE | $24,605 | $6,420+283.2% | $5,606+338.9% | $4,779+414.9% |
| Participant deferral / active EE | $21,500 | $7,642+181.4% | $6,927+210.4% | $5,609+283.3% |
| Admin fee / account holder | $11,650 | $13,328-12.6% | $10,705+8.8% | $10,827+7.6% |