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 | $593,587 | $112,881+425.9% | $90,951+552.6% | $158,922+273.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | -5.05% | 215.79%-220.8pp | 134.60%-139.7pp | 302.83%-307.9pp |
| Employer contribution / active EE | $31,908 | $2,893+1002.9% | $2,122+1403.7% | $4,761+570.2% |
| Participant deferral / active EE | $13,082 | $4,128+216.9% | $3,373+287.9% | $5,982+118.7% |
| Admin fee / account holder | $34,715 | $8,041+331.7% | $5,959+482.6% | $11,246+208.7% |