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 | $587,653 | $99,640+489.8% | $86,436+579.9% | $134,475+337.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.55% | 6782.58%-6806.1pp | 4394.89%-4418.4pp | 417.96%-441.5pp |
| Employer contribution / active EE | $18,705 | $4,400+325.1% | $3,769+396.3% | $4,740+294.6% |
| Participant deferral / active EE | $15,947 | $7,246+120.1% | $6,952+129.4% | $6,400+149.2% |
| Admin fee / account holder | $108,726 | $8,371+1198.8% | $6,731+1515.3% | $11,426+851.6% |