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 | $1,424,767 | $107,934+1220.0% | $91,989+1448.8% | $152,861+832.1% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 13.81% | 89.24%-75.4pp | 69.02%-55.2pp | 345.32%-331.5pp |
| Employer contribution / active EE | $45,581 | $4,210+982.7% | $3,452+1220.5% | $4,762+857.1% |
| Participant deferral / active EE | $13,419 | $6,364+110.8% | $5,923+126.6% | $5,850+129.4% |
| Admin fee / account holder | $50,314 | $10,520+378.3% | $7,743+549.8% | $11,596+333.9% |