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 | $1,708,121 | $171,865+893.9% | $149,718+1040.9% | $147,584+1057.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 2.86% | 2113.22%-2110.4pp | 1501.63%-1498.8pp | 578.55%-575.7pp |
| Employer contribution / active EE | $1,489 | $6,275-76.3% | $5,445-72.6% | $4,876-69.5% |
| Participant deferral / active EE | $12,904 | $7,271+77.5% | $6,569+96.4% | $5,439+137.3% |
| Admin fee / account holder | $54,200 | $13,799+292.8% | $11,283+380.4% | $10,885+397.9% |