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 | $442,573 | $190,805+132.0% | $159,960+176.7% | $134,475+229.1% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -21.31% | 552.23%-573.5pp | 408.60%-429.9pp | 417.96%-439.3pp |
| Employer contribution / active EE | $14,524 | $4,995+190.8% | $4,226+243.7% | $4,740+206.4% |
| Participant deferral / active EE | $11,172 | $6,923+61.4% | $6,182+80.7% | $6,400+74.6% |
| Admin fee / account holder | $2,154 | $10,471-79.4% | $8,698-75.2% | $11,426-81.1% |