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 | $389,229 | $171,865+126.5% | $149,718+160.0% | $147,584+163.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 8.10% | 2113.22%-2105.1pp | 1501.63%-1493.5pp | 578.55%-570.5pp |
| Employer contribution / active EE | $15,691 | $6,275+150.1% | $5,445+188.2% | $4,876+221.8% |
| Participant deferral / active EE | $10,515 | $7,271+44.6% | $6,569+60.1% | $5,439+93.3% |
| Admin fee / account holder | $44,594 | $13,799+223.2% | $11,283+295.2% | $10,885+309.7% |