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 | $741,857 | $95,416+677.5% | $185,823+299.2% | $85,850+764.1% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 11.41% | 23.59%-12.2pp | 122.05%-110.6pp | 318.53%-307.1pp |
| Employer contribution / active EE | $32,452 | $3,314+879.3% | $5,167+528.0% | $2,565+1165.1% |
| Participant deferral / active EE | $14,968 | $3,423+337.2% | $5,568+168.8% | $3,952+278.8% |
| Admin fee / account holder | $35,379 | $7,213+390.5% | $16,237+117.9% | $6,260+465.2% |