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 | $3,988,388 | $160,055+2391.9% | $140,016+2748.5% | $135,375+2846.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -9.25% | 911.38%-920.6pp | 651.12%-660.4pp | 519.73%-529.0pp |
| Employer contribution / active EE | $26,361 | $6,420+310.6% | $5,606+370.3% | $4,779+451.6% |
| Participant deferral / active EE | $4,778 | $7,642-37.5% | $6,927-31.0% | $5,609-14.8% |
| Admin fee / account holder | $154,072 | $13,328+1056.0% | $10,705+1339.2% | $10,827+1323.0% |