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 | $281,882 | $171,865+64.0% | $149,718+88.3% | $147,584+91.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 5.69% | 2113.22%-2107.5pp | 1501.63%-1495.9pp | 578.55%-572.9pp |
| Employer contribution / active EE | $10,883 | $6,275+73.4% | $5,445+99.9% | $4,876+123.2% |
| Participant deferral / active EE | $3,075 | $7,271-57.7% | $6,569-53.2% | $5,439-43.5% |
| Admin fee / account holder | $26,750 | $13,799+93.8% | $11,283+137.1% | $10,885+145.7% |