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 | $358,220 | $150,440+138.1% | $136,294+162.8% | $147,584+142.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.68% | 1049.08%-1039.4pp | 5155.94%-5146.3pp | 578.55%-568.9pp |
| Employer contribution / active EE | $17,686 | $5,256+236.5% | $4,695+276.7% | $4,876+262.7% |
| Participant deferral / active EE | $11,901 | $6,630+79.5% | $6,247+90.5% | $5,439+118.8% |
| Admin fee / account holder | $112,590 | $10,905+932.4% | $9,243+1118.1% | $10,885+934.3% |