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 5-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 | $2,253,568 | $169,032+1233.2% | $129,207+1644.1% | $145,922+1444.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 5.44% | 14330.11%-14324.7pp | 9417.33%-9411.9pp | 561.29%-555.8pp |
| Employer contribution / active EE | $18,486 | $5,537+233.9% | $4,153+345.1% | $4,660+296.7% |
| Participant deferral / active EE | $17,750 | $4,987+255.9% | $4,168+325.9% | $6,688+165.4% |
| Admin fee / account holder | $104,929 | $9,954+954.1% | $7,715+1260.1% | $13,397+683.2% |