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 | $563,526 | $92,703+507.9% | $82,719+581.3% | $134,475+319.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -28.98% | 944.92%-973.9pp | 701.18%-730.2pp | 417.96%-446.9pp |
| Employer contribution / active EE | $13,859 | $3,274+323.3% | $3,009+360.6% | $4,740+192.4% |
| Participant deferral / active EE | $19,571 | $4,802+307.6% | $4,395+345.3% | $6,400+205.8% |
| Admin fee / account holder | $273,592 | $5,983+4473.2% | $5,329+5034.1% | $11,426+2294.5% |