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 | $328,251 | $64,707+407.3% | $112,228+192.5% | $68,494+379.2% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -19.60% | -11.40%-8.2pp | 27.45%-47.0pp | -7.84%-11.8pp |
| Employer contribution / active EE | $7,771 | $2,746+183.0% | $3,635+113.8% | $2,596+199.3% |
| Participant deferral / active EE | $10,502 | $3,565+194.6% | $4,728+122.1% | $4,027+160.8% |
| Admin fee / account holder | $49,582 | $5,232+847.6% | $6,410+673.5% | $5,403+817.7% |