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 | $823,927 | $202,318+307.2% | $172,739+377.0% | $152,861+439.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 3.07% | 1029.65%-1026.6pp | 802.84%-799.8pp | 345.32%-342.2pp |
| Employer contribution / active EE | $33,500 | $5,856+472.1% | $5,143+551.4% | $4,762+603.4% |
| Participant deferral / active EE | $18,750 | $5,948+215.2% | $5,198+260.7% | $5,850+220.5% |
| Admin fee / account holder | $196,250 | $17,109+1047.1% | $13,954+1306.4% | $11,596+1592.3% |