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 | $3,974,636 | $197,591+1911.6% | $177,821+2135.2% | $158,922+2401.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | -12.08% | 58.76%-70.8pp | 48.32%-60.4pp | 302.83%-314.9pp |
| Employer contribution / active EE | $16,740 | $6,697+149.9% | $5,918+182.8% | $4,761+251.6% |
| Participant deferral / active EE | $5,688 | $8,405-32.3% | $7,714-26.3% | $5,982-4.9% |
| Admin fee / account holder | $195,684 | $15,399+1170.7% | $12,427+1474.6% | $11,246+1640.1% |