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 | $2,083,260 | $74,888+2681.8% | $71,209+2825.6% | $142,382+1363.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 10.96% | 345.14%-334.2pp | 282.51%-271.6pp | 217.08%-206.1pp |
| Employer contribution / active EE | $15,000 | $2,854+425.5% | $2,721+451.3% | $4,299+248.9% |
| Participant deferral / active EE | $31,000 | $4,454+595.9% | $4,175+642.5% | $6,507+376.4% |
| Admin fee / account holder | $19,976 | $5,568+258.7% | $5,349+273.5% | $12,624+58.2% |