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 | $299,406 | $138,065+116.9% | $123,544+142.3% | $135,375+121.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -11.71% | 153.68%-165.4pp | 119.20%-130.9pp | 519.73%-531.4pp |
| Employer contribution / active EE | $16,207 | $5,151+214.6% | $4,628+250.2% | $4,779+239.1% |
| Participant deferral / active EE | $12,145 | $6,799+78.6% | $6,426+89.0% | $5,609+116.5% |
| Admin fee / account holder | $38,330 | $10,916+251.1% | $9,284+312.9% | $10,827+254.0% |