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 | $1,025,984 | $209,411+389.9% | $178,490+474.8% | $158,922+545.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 5.49% | 188.75%-183.3pp | 151.07%-145.6pp | 302.83%-297.3pp |
| Employer contribution / active EE | $22,238 | $5,706+289.7% | $5,011+343.8% | $4,761+367.1% |
| Participant deferral / active EE | $37,500 | $5,954+529.8% | $5,202+620.9% | $5,982+526.9% |
| Admin fee / account holder | $283,625 | $17,074+1561.1% | $13,984+1928.2% | $11,246+2422.1% |