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 | $3,269,306 | $159,901+1944.6% | $146,958+2124.7% | $145,922+2140.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.99% | 98.13%-91.1pp | 418.34%-411.3pp | 561.29%-554.3pp |
| Employer contribution / active EE | $47,812 | $5,286+804.5% | $4,933+869.3% | $4,660+926.1% |
| Participant deferral / active EE | $20,509 | $8,428+143.3% | $8,070+154.1% | $6,688+206.7% |
| Admin fee / account holder | $21,783 | $15,044+44.8% | $12,998+67.6% | $13,397+62.6% |