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 | $929,554 | $171,865+440.9% | $149,718+520.9% | $147,584+529.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 6.28% | 2113.22%-2106.9pp | 1501.63%-1495.4pp | 578.55%-572.3pp |
| Employer contribution / active EE | $25,625 | $6,275+308.4% | $5,445+370.6% | $4,876+425.5% |
| Participant deferral / active EE | $10,540 | $7,271+45.0% | $6,569+60.4% | $5,439+93.8% |
| Admin fee / account holder | $27,584 | $13,799+99.9% | $11,283+144.5% | $10,885+153.4% |