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 | $250,109 | $190,805+31.1% | $159,960+56.4% | $134,475+86.0% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -27.70% | 552.23%-579.9pp | 408.60%-436.3pp | 417.96%-445.7pp |
| Employer contribution / active EE | $2,446 | $4,995-51.0% | $4,226-42.1% | $4,740-48.4% |
| Participant deferral / active EE | $6,605 | $6,923-4.6% | $6,182+6.8% | $6,400+3.2% |
| Admin fee / account holder | $2,333 | $10,471-77.7% | $8,698-73.2% | $11,426-79.6% |