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 | $1,249,233 | $109,881+1036.9% | $150,045+732.6% | $84,808+1373.0% |
| Participation rate | 86.5% | 76.1%+10.4pp | 82.3%+4.2pp | 68.3%+18.2pp |
| Annual return | 12.82% | 28.25%-15.4pp | 62.55%-49.7pp | 40.90%-28.1pp |
| Employer contribution / active EE | $20,496 | $3,561+475.5% | $4,693+336.7% | $2,631+679.0% |
| Participant deferral / active EE | $12,568 | $6,636+89.4% | $7,997+57.2% | $4,212+198.4% |
| Admin fee / account holder | $270,083 | $8,568+3052.2% | $13,435+1910.3% | $7,344+3577.7% |