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 | $1,147,622 | $104,486+998.3% | $76,817+1394.0% | $152,861+650.8% |
| Participation rate | 90.0% | 76.6%+13.4pp | 72.1%+17.9pp | 82.4%+7.6pp |
| Annual return | 3.15% | 1013.37%-1010.2pp | 1166.11%-1163.0pp | 345.32%-342.2pp |
| Employer contribution / active EE | $31,498 | $3,116+911.0% | $2,302+1268.3% | $4,762+561.4% |
| Participant deferral / active EE | $1,200 | $4,236-71.7% | $3,336-64.0% | $5,850-79.5% |
| Admin fee / account holder | $6,967 | $12,275-43.2% | $6,420+8.5% | $11,596-39.9% |