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 | $3,247,209 | $106,584+2946.6% | $101,326+3104.7% | $142,382+2180.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 9.55% | 36.93%-27.4pp | 36.82%-27.3pp | 217.08%-207.5pp |
| Employer contribution / active EE | $24,750 | $3,956+525.6% | $3,665+575.3% | $4,299+475.7% |
| Participant deferral / active EE | $20,000 | $8,297+141.0% | $7,994+150.2% | $6,507+207.4% |
| Admin fee / account holder | $143,554 | $11,446+1154.2% | $11,185+1183.4% | $12,624+1037.2% |