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 | $615,360 | $82,664+644.4% | $125,339+391.0% | $68,494+798.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -21.81% | -5.97%-15.8pp | 572.05%-593.9pp | -7.84%-14.0pp |
| Employer contribution / active EE | $20,095 | $3,381+494.3% | $4,814+317.5% | $2,596+674.0% |
| Participant deferral / active EE | $17,614 | $6,110+188.3% | $7,446+136.5% | $4,027+337.4% |
| Admin fee / account holder | $15,991 | $6,275+154.8% | $10,010+59.8% | $5,403+196.0% |