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 | $258,366 | $92,703+178.7% | $82,719+212.3% | $134,475+92.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -26.96% | 944.92%-971.9pp | 701.18%-728.1pp | 417.96%-444.9pp |
| Employer contribution / active EE | $19,051 | $3,274+481.9% | $3,009+533.1% | $4,740+301.9% |
| Participant deferral / active EE | $15,153 | $4,802+215.6% | $4,395+244.8% | $6,400+136.8% |
| Admin fee / account holder | $4,648 | $5,983-22.3% | $5,329-12.8% | $11,426-59.3% |