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 | $1,234,226 | $159,602+673.3% | $150,045+722.6% | $142,382+766.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 9.13% | 70.24%-61.1pp | 62.55%-53.4pp | 217.08%-207.9pp |
| Employer contribution / active EE | $20,177 | $4,961+306.7% | $4,693+329.9% | $4,299+369.3% |
| Participant deferral / active EE | $31,000 | $8,310+273.0% | $7,997+287.6% | $6,507+376.4% |
| Admin fee / account holder | $55,708 | $14,846+275.2% | $13,435+314.7% | $12,624+341.3% |