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 8-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 | $576,452 | $142,344+305.0% | $119,609+381.9% | $134,475+328.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -27.59% | -12.44%-15.1pp | -14.97%-12.6pp | 417.96%-445.5pp |
| Employer contribution / active EE | $39,250 | $5,222+651.6% | $4,232+827.5% | $4,740+728.1% |
| Participant deferral / active EE | $27,000 | $6,469+317.4% | $5,602+382.0% | $6,400+321.9% |
| Admin fee / account holder | $6,059 | $13,584-55.4% | $10,323-41.3% | $11,426-47.0% |