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 | $1,712,733 | $159,602+973.1% | $150,045+1041.5% | $142,382+1102.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 8.43% | 70.24%-61.8pp | 62.55%-54.1pp | 217.08%-208.6pp |
| Employer contribution / active EE | $17,500 | $4,961+252.8% | $4,693+272.9% | $4,299+307.1% |
| Participant deferral / active EE | $31,000 | $8,310+273.0% | $7,997+287.6% | $6,507+376.4% |
| Admin fee / account holder | $50,090 | $14,846+237.4% | $13,435+272.8% | $12,624+296.8% |