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 | $502,758 | $107,334+368.4% | $92,893+441.2% | $152,861+228.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | -3.28% | 145.58%-148.9pp | 109.41%-112.7pp | 345.32%-348.6pp |
| Employer contribution / active EE | $20,159 | $4,221+377.6% | $3,653+451.9% | $4,762+323.3% |
| Participant deferral / active EE | $1,770 | $4,845-63.5% | $4,236-58.2% | $5,850-69.7% |
| Admin fee / account holder | $10,374 | $7,079+46.5% | $5,794+79.0% | $11,596-10.5% |