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 | $1,614,826 | $159,602+911.8% | $150,045+976.2% | $142,382+1034.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 11.79% | 70.24%-58.4pp | 62.55%-50.8pp | 217.08%-205.3pp |
| Employer contribution / active EE | $14,853 | $4,961+199.4% | $4,693+216.5% | $4,299+245.5% |
| Participant deferral / active EE | $13,668 | $8,310+64.5% | $7,997+70.9% | $6,507+110.0% |
| Admin fee / account holder | $44,076 | $14,846+196.9% | $13,435+228.1% | $12,624+249.2% |