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 | $3,025,024 | $108,919+2677.3% | $100,391+2913.3% | $145,922+1973.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 6.56% | 57.88%-51.3pp | 49.20%-42.6pp | 561.29%-554.7pp |
| Employer contribution / active EE | $24,750 | $4,419+460.0% | $3,942+527.9% | $4,660+431.2% |
| Participant deferral / active EE | $25,000 | $8,445+196.0% | $8,082+209.3% | $6,688+273.8% |
| Admin fee / account holder | $34,074 | $9,689+251.7% | $7,899+331.4% | $13,397+154.3% |