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 | $556,221 | $202,318+174.9% | $172,739+222.0% | $152,861+263.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 0.05% | 1029.65%-1029.6pp | 802.84%-802.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $30,246 | $5,856+416.5% | $5,143+488.1% | $4,762+535.1% |
| Participant deferral / active EE | $15,440 | $5,948+159.6% | $5,198+197.1% | $5,850+163.9% |
| Admin fee / account holder | $75,201 | $17,109+339.5% | $13,954+438.9% | $11,596+548.5% |