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 | $6,815,323 | $159,602+4170.2% | $150,045+4442.2% | $142,382+4686.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 9.02% | 70.24%-61.2pp | 62.55%-53.5pp | 217.08%-208.1pp |
| Employer contribution / active EE | $4,905 | $4,961-1.1% | $4,693+4.5% | $4,299+14.1% |
| Participant deferral / active EE | $10,651 | $8,310+28.2% | $7,997+33.2% | $6,507+63.7% |
| Admin fee / account holder | $644,995 | $14,846+4244.5% | $13,435+4700.9% | $12,624+5009.4% |