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 | $417,664 | $150,440+177.6% | $136,294+206.4% | $147,584+183.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 6.65% | 1049.08%-1042.4pp | 5155.94%-5149.3pp | 578.55%-571.9pp |
| Employer contribution / active EE | $14,440 | $5,256+174.7% | $4,695+207.5% | $4,876+196.1% |
| Participant deferral / active EE | $17,213 | $6,630+159.6% | $6,247+175.5% | $5,439+216.5% |
| Admin fee / account holder | $351,565 | $10,905+3123.8% | $9,243+3703.4% | $10,885+3129.7% |