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 | $1,002,271 | $175,202+472.1% | $149,673+569.6% | $139,434+618.8% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 10.27% | 166.71%-156.4pp | 134.42%-124.1pp | 372.94%-362.7pp |
| Employer contribution / active EE | $41,167 | $5,474+652.0% | $4,818+754.5% | $4,751+766.5% |
| Participant deferral / active EE | $19,167 | $6,519+194.0% | $5,680+237.4% | $6,710+185.6% |
| Admin fee / account holder | $85,323 | $16,150+428.3% | $13,210+545.9% | $11,403+648.3% |