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 | $1,791,126 | $214,378+735.5% | $200,582+793.0% | $142,382+1158.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 10.37% | 46.41%-36.0pp | 42.33%-32.0pp | 217.08%-206.7pp |
| Employer contribution / active EE | $31,226 | $6,841+356.4% | $6,419+386.5% | $4,299+626.3% |
| Participant deferral / active EE | $5,660 | $9,865-42.6% | $9,331-39.3% | $6,507-13.0% |
| Admin fee / account holder | $21,600 | $17,692+22.1% | $16,305+32.5% | $12,624+71.1% |