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 | $1,563,792 | $156,846+897.0% | $121,098+1191.3% | $139,434+1021.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 7.48% | 1474.56%-1467.1pp | 985.75%-978.3pp | 372.94%-365.5pp |
| Employer contribution / active EE | $13,408 | $5,536+142.2% | $4,164+222.0% | $4,751+182.2% |
| Participant deferral / active EE | $7,500 | $4,844+54.8% | $4,080+83.8% | $6,710+11.8% |
| Admin fee / account holder | $47,453 | $6,946+583.2% | $5,644+740.7% | $11,403+316.2% |