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 | $1,051,067 | $99,877+952.4% | $84,966+1137.0% | $145,922+620.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 3.38% | 83.76%-80.4pp | 66.38%-63.0pp | 561.29%-557.9pp |
| Employer contribution / active EE | $14,120 | $3,231+337.0% | $2,727+417.8% | $4,660+203.0% |
| Participant deferral / active EE | $68,080 | $5,291+1186.8% | $4,519+1406.4% | $6,688+918.0% |
| Admin fee / account holder | $42,235 | $7,248+482.7% | $6,149+586.9% | $13,397+215.3% |